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

Buck Wealth Strategies’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	$1.38M	Sell	1,846 -1,260	-41%	-$914K	0.14%	78
2026 Q1	$2.02M	Sell	3,106 -168	-5%	-$114K	0.25%	48
2025 Q4	$2.23M	Sell	3,274 -1,434	-30%	-$969K	0.28%	48
2025 Q3	$3.14M	Sell	4,708 -7	-0.1%	-$4.49K	0.43%	48
2025 Q2	$2.91M	Buy	4,715 +1,582	+50%	+$904K	0.44%	47
2025 Q1	$1.75M	Buy	3,133 +2,251	+255%	+$1.32M	0.32%	47
2024 Q4	$517K	Buy	882 +423	+92%	+$249K	0.11%	66
2024 Q3	$263K	Sell	459 -53	-10%	-$29.3K	0.08%	67
2024 Q2	$279K	Buy	+512	New	+$268K	0.08%	68
2023 Q4	–	Sell	-180	Closed	-$76.9K	–	298
2023 Q3	$76.9K	Hold	180	–	–	0.03%	95
2023 Q2	$79.8K	Buy	180 +37	+26%	+$15.5K	0.03%	58
2023 Q1	$58.6K	Buy	+143	New	+$57.1K	0.03%	51

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

Buck Wealth Strategies's SPY Position: Q2 2026 in Review

Buck Wealth Strategies reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 41% in Q2 2026, selling an estimated $914K and leaving 1,846 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #78.

Buck Wealth Strategies first reported a position in SPY in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.14M in Q3 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Buck Wealth Strategies held 1,846 shares of State Street SPDR S&P 500 ETF Trust worth $1.38M as of Q2 2026.
Buck Wealth Strategies sold 1,260 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $914K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Buck Wealth Strategies's portfolio in Q2 2026, its #78 holding.
Buck Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 12 quarters since.
Buck Wealth Strategies's State Street SPDR S&P 500 ETF Trust position peaked at $3.14M in Q3 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.