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

Blodgett Wealth Advisors’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	$1.75M	Sell	2,345 -159	-6%	-$115K	1.17%	16
2026 Q1	$1.63M	Hold	2,504	–	–	1.29%	15
2025 Q4	$1.71M	Hold	2,504	–	–	1.19%	16
2025 Q3	$1.67M	Hold	2,504	–	–	1.15%	16
2025 Q2	$1.55M	Hold	2,504	–	–	1.21%	16
2025 Q1	$1.4M	Hold	2,504	–	–	1.19%	18
2024 Q4	$1.47M	Hold	2,504	–	–	1.15%	16
2024 Q3	$1.44M	Hold	2,504	–	–	1.21%	16
2024 Q2	$1.36M	Hold	2,504	–	–	1.15%	17
2024 Q1	$1.31M	Hold	2,504	–	–	1.18%	16
2023 Q4	$1.19M	Hold	2,504	–	–	1.21%	18
2023 Q3	$1.07M	Hold	2,504	–	–	1.17%	20
2023 Q2	$1.11M	Hold	2,504	–	–	1.15%	20
2023 Q1	$1.03M	Sell	2,504 -100	-4%	-$39.9K	1.19%	22
2022 Q4	$996K	Hold	2,604	–	–	1.21%	23
2022 Q3	$930K	Sell	2,604 -80	-3%	-$31.8K	1.11%	24
2022 Q2	$1.01M	Buy	2,684 +180	+7%	+$73.7K	1.11%	22
2022 Q1	$1.13M	Hold	2,504	–	–	0.94%	28
2021 Q4	$1.19M	Buy	+2,504	New	+$1.15M	0.92%	25

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

Blodgett Wealth Advisors's SPY Position: Q2 2026 in Review

Blodgett Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q2 2026, selling an estimated $115K and leaving 2,345 shares worth $1.75M. The position accounts for 1.17% of the portfolio, ranked #16.

Blodgett Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Blodgett Wealth Advisors held 2,345 shares of State Street SPDR S&P 500 ETF Trust worth $1.75M as of Q2 2026.
Blodgett Wealth Advisors sold 159 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $115K.
State Street SPDR S&P 500 ETF Trust made up 1.17% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Blodgett Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.