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

Bullock 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	$1.22M	Buy	+1,632	New	+$1.18M	0.53%	47

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

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

Bullock Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 1,632 shares worth $1.22M. The stake represents 0.53% of the portfolio and ranks #47 among its holdings.

4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bullock Wealth Management held 1,632 shares of State Street SPDR S&P 500 ETF Trust worth $1.22M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Bullock Wealth Management position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.53% of Bullock Wealth Management's portfolio in Q2 2026, its #47 holding.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.