Bull Oak Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bull Oak Capital’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	$762K	Sell	1,020 -5	-0.5%	-$3.63K	0.25%	22
2026 Q1	$667K	Hold	1,025	–	–	0.26%	21
2025 Q4	$699K	Hold	1,025	–	–	0.29%	22
2025 Q3	$683K	Buy	1,025 +1	+0.1%	+$641	0.29%	21
2025 Q2	$633K	Buy	1,024 +153	+18%	+$87.5K	0.29%	22
2025 Q1	$487K	Buy	871 +6	+0.7%	+$3.53K	0.27%	18
2024 Q4	$507K	Buy	865 +130	+18%	+$76.6K	0.28%	17
2024 Q3	$422K	Buy	735 +349	+90%	+$193K	0.24%	20
2024 Q2	$210K	Hold	386	–	–	0.14%	17
2024 Q1	$202K	Sell	386 -472,612	-100%	-$235M	0.14%	18
2023 Q4	$225M	Buy	472,998 +472,530	+100,968%	+$210M	57.81%	1
2023 Q3	$200K	Buy	+468	New	+$208K	0.22%	14

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

Bull Oak Capital's SPY Position: Q2 2026 in Review

Bull Oak Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.49% in Q2 2026, selling an estimated $3.63K and leaving 1,020 shares worth $762K. The position accounts for 0.25% of the portfolio, ranked #22.

Bull Oak Capital first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. The position peaked at $225M in Q4 2023. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bull Oak Capital held 1,020 shares of State Street SPDR S&P 500 ETF Trust worth $762K as of Q2 2026.
Bull Oak Capital sold 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Bull Oak Capital's portfolio in Q2 2026, its #22 holding.
Bull Oak Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
Bull Oak Capital's State Street SPDR S&P 500 ETF Trust position peaked at $225M in Q4 2023.
4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.