Better Money Decisions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Better Money Decisions’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
2025 Q2	$458K	Buy	741 +2	+0.3%	+$1.14K	0.28%	51
2025 Q1	$413K	Sell	739 -300	-29%	-$176K	0.28%	51
2024 Q4	$609K	Buy	1,039 +1	+0.1%	+$589	0.42%	41
2024 Q3	$596K	Sell	1,038 -1	-0.1%	-$553	0.42%	39
2024 Q2	$565K	Sell	1,039 -47	-4%	-$24.6K	0.43%	37
2024 Q1	$568K	Buy	1,086 +433	+66%	+$216K	0.45%	37
2023 Q4	$310K	Sell	653 -6	-0.9%	-$2.67K	0.26%	46
2023 Q3	$282K	Sell	659 -777	-54%	-$346K	0.25%	49
2023 Q2	$636K	Buy	1,436 +145	+11%	+$60.9K	0.52%	33
2023 Q1	$529K	Sell	1,291 -5	-0.4%	-$2K	0.45%	35
2022 Q4	$496K	Sell	1,296 -88	-6%	-$33.8K	0.43%	39
2022 Q3	$494K	Buy	1,384 +321	+30%	+$127K	0.48%	35
2022 Q2	$401K	Buy	1,063 +96	+10%	+$39.3K	0.34%	39
2022 Q1	$437K	Hold	967	–	–	0.41%	38
2021 Q4	$459K	Buy	967 +50	+5%	+$23K	0.39%	40
2021 Q3	$394K	Buy	917 +200	+28%	+$88.2K	0.32%	44
2021 Q2	$307K	Buy	+717	New	+$299K	0.27%	54

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Better Money Decisions's SPY Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q2 2025, buying an estimated $1.14K and bringing the position to 741 shares worth $458K. The position accounts for 0.28% of the portfolio, ranked #51.

Better Money Decisions first reported a position in SPY in Q2 2021 and has held it in 17 quarters since. The position peaked at $636K in Q2 2023. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Better Money Decisions held 741 shares of State Street SPDR S&P 500 ETF Trust worth $458K as of Q2 2025.
Better Money Decisions bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $1.14K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Better Money Decisions's portfolio in Q2 2025, its #51 holding.
Better Money Decisions first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 17 quarters since.
Better Money Decisions's State Street SPDR S&P 500 ETF Trust position peaked at $636K in Q2 2023.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.