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

Birchcreek 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	$1.01M	Sell	1,356 -209	-13%	-$152K	0.39%	40
2026 Q1	$1.02M	Buy	1,565 +1	+0.1%	+$680	0.49%	39
2025 Q4	$1.07M	Hold	1,564	–	–	0.52%	34
2025 Q3	$1.04M	Hold	1,564	–	–	0.54%	35
2025 Q2	$966K	Buy	1,564 +8	+0.5%	+$4.57K	0.55%	38
2025 Q1	$871K	Hold	1,556	–	–	0.55%	40
2024 Q4	$912K	Hold	1,556	–	–	0.57%	37
2024 Q3	$893K	Hold	1,556	–	–	0.59%	35
2024 Q2	$847K	Buy	1,556 +1	+0.1%	+$523	0.48%	49
2024 Q1	$814K	Sell	1,555 -165	-10%	-$82.1K	0.43%	58
2023 Q4	$818K	Buy	1,720 +150	+10%	+$66.8K	0.49%	50
2023 Q3	$671K	Buy	1,570 +12	+0.8%	+$5.34K	0.45%	55
2023 Q2	$691K	Buy	1,558 +165	+12%	+$69.2K	0.48%	55
2023 Q1	$570K	Hold	1,393	–	–	0.45%	59
2022 Q4	$533K	Sell	1,393 -199	-13%	-$76.5K	0.47%	59
2022 Q3	$569K	Hold	1,592	–	–	0.53%	52
2022 Q2	$601K	Buy	1,592 +1,035	+186%	+$424K	0.54%	50
2022 Q1	$252K	Sell	557 -4	-0.7%	-$1.78K	0.22%	100
2021 Q4	$266K	Buy	+561	New	+$258K	0.23%	95
2021 Q1	–	Sell	-356	Closed	-$132K	–	264
2020 Q4	$132K	Buy	+356	New	+$126K	0.13%	127

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

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

Birchcreek Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, selling an estimated $152K and leaving 1,356 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #40.

Birchcreek Wealth Management first reported a position in SPY in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.07M in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Birchcreek Wealth Management held 1,356 shares of State Street SPDR S&P 500 ETF Trust worth $1.01M as of Q2 2026.
Birchcreek Wealth Management sold 209 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $152K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Birchcreek Wealth Management's portfolio in Q2 2026, its #40 holding.
Birchcreek Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 20 quarters since.
Birchcreek Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.07M in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.