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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.02M Buy
5,378
+207
+4% +$150K 2.76% 6
2026
Q1
$3.36M Buy
5,171
+1,310
+34% +$891K 2.67% 6
2025
Q4
$2.63M Buy
+3,861
New +$2.61M 2.27% 8
2025
Q2
$2.32M Buy
3,760
+29
+0.8% +$16.6K 2.21% 6
2025
Q1
$2.09M Sell
3,731
-159
-4% -$93.5K 2.16% 5
2024
Q4
$2.28M Buy
+3,890
New +$2.29M 2.43% 6

Other funds holding SPY

Bingham Private Wealth's SPY Position: Q2 2026 in Review

Bingham Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q2 2026, buying an estimated $150K and bringing the position to 5,378 shares worth $4.02M. The position accounts for 2.76% of the portfolio, ranked #6.

Bingham Private Wealth first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Bingham Private Wealth held 5,378 shares of State Street SPDR S&P 500 ETF Trust worth $4.02M as of Q2 2026.
  • Bingham Private Wealth bought 207 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $150K.
  • State Street SPDR S&P 500 ETF Trust made up 2.76% of Bingham Private Wealth's portfolio in Q2 2026, its #6 holding.
  • Bingham Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.