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

Capital A 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
2025
Q2 		– Sell
-138
Closed -$77.2K – 786
2025
Q1 		$77.2K Sell
138
-52
-27% -$30.6K 0.08% 116
2024
Q4 		$111K Buy
+190
New +$112K 0.18% 102

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital A Wealth Management's SPY Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 138 shares — an estimated $77.2K sold.

Capital A Wealth Management first reported a position in SPY in Q4 2024 and held it in 2 quarters. The position peaked at $111K in Q4 2024. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 138 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $77.2K.
  • Capital A Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $111K in Q4 2024.
  • 4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.