Beverly Hills Private Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Beverly Hills Private Wealth's SPY Position: Q2 2026 in Review
Beverly Hills Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2026, buying an estimated $7.97K and bringing the position to 803 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #144.
Beverly Hills Private Wealth first reported a position in SPY in Q4 2022 and has held it in 12 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Beverly Hills Private Wealth held 803 shares of State Street SPDR S&P 500 ETF Trust worth $600K as of Q2 2026.
- Beverly Hills Private Wealth bought 11 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.97K.
- State Street SPDR S&P 500 ETF Trust made up 0.11% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #144 holding.
- Beverly Hills Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 12 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.