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Cassady Wealth & Retirement Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cassady Wealth & Retirement Planning’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 		$435K Buy
583
+75
+15% +$54.4K 0.2% 73
2026
Q1 		$365K Hold
508
– – 0.19% 79
2025
Q4 		$346K Buy
+508
New +$343K 0.23% 73

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cassady Wealth & Retirement Planning's SPY Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, buying an estimated $54.4K and bringing the position to 583 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #73.

Cassady Wealth & Retirement Planning first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 583 shares of State Street SPDR S&P 500 ETF Trust worth $435K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 75 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $54.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.2% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #73 holding.
  • Cassady Wealth & Retirement Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 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 Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.