BCS Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BCS Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.76M	Buy	5,036 +540	+12%	+$392K	0.68%	38
2026 Q1	$2.92M	Sell	4,496 -4,219	-48%	-$2.87M	0.6%	40
2025 Q4	$5.94M	Buy	8,715 +4,334	+99%	+$2.93M	0.6%	40
2025 Q3	$2.92M	Sell	4,381 -31	-0.7%	-$19.9K	0.66%	41
2025 Q2	$2.73M	Buy	4,412 +775	+21%	+$443K	0.59%	42
2025 Q1	$2.04M	Buy	3,637 +18	+0.5%	+$10.6K	0.52%	46
2024 Q4	$2.12M	Sell	3,619 -208	-5%	-$123K	0.53%	49
2024 Q3	$2.2M	Buy	3,827 +41	+1%	+$22.7K	0.93%	30
2024 Q2	$2.06M	Buy	3,786 +171	+5%	+$89.5K	1%	27
2024 Q1	$1.89M	Buy	3,615 +12	+0.3%	+$5.97K	0.61%	43
2023 Q4	$1.71M	Sell	3,603 -17	-0.5%	-$7.57K	0.63%	43
2023 Q3	$1.55M	Buy	3,620 +187	+5%	+$83.2K	0.64%	41
2023 Q2	$1.52M	Sell	3,433 -76	-2%	-$31.9K	1.11%	28
2023 Q1	$1.44M	Buy	3,509 +285	+9%	+$114K	0.65%	35
2022 Q4	$1.23M	Sell	3,224 -509	-14%	-$196K	0.52%	50
2022 Q3	$1.33M	Buy	3,733 +105	+3%	+$41.7K	0.63%	43
2022 Q2	$1.37M	Buy	3,628 +44	+1%	+$18K	0.61%	41
2022 Q1	$1.62M	Buy	3,584 +125	+4%	+$55.7K	0.67%	37
2021 Q4	$1.64M	Buy	3,459 +14	+0.4%	+$6.43K	0.59%	42
2021 Q3	$1.48M	Buy	3,445 +275	+9%	+$121K	0.63%	38
2021 Q2	$1.36M	Sell	3,170 -117	-4%	-$48.8K	0.72%	31
2021 Q1	$1.3M	Buy	3,287 +55	+2%	+$21.2K	0.62%	35
2020 Q4	$1.21M	Hold	3,232	–	–	0.63%	33
2020 Q3	$1.08M	Buy	3,232 +139	+4%	+$46.1K	0.61%	35
2020 Q2	$954K	Hold	3,093	–	–	0.57%	40
2020 Q1	$797K	Buy	3,093 +435	+16%	+$133K	0.56%	37
2019 Q4	$855K	Buy	+2,658	New	+$818K	0.57%	38

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCS Wealth Management's SPY Position: Q2 2026 in Review

BCS Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $392K and bringing the position to 5,036 shares worth $3.76M. The position accounts for 0.68% of the portfolio, ranked #38.

BCS Wealth Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.94M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BCS Wealth Management held 5,036 shares of State Street SPDR S&P 500 ETF Trust worth $3.76M as of Q2 2026.
BCS Wealth Management bought 540 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $392K.
State Street SPDR S&P 500 ETF Trust made up 0.68% of BCS Wealth Management's portfolio in Q2 2026, its #38 holding.
BCS Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
BCS Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.94M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.