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

Chemistry 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	$2.67M	Sell	3,572 -109	-3%	-$79K	0.43%	38
2026 Q1	$2.39M	Buy	3,681 +114	+3%	+$77.5K	0.42%	36
2025 Q4	$2.43M	Buy	3,567 +19	+0.5%	+$12.8K	0.46%	35
2025 Q3	$2.36M	Buy	3,548 +82	+2%	+$52.6K	0.46%	37
2025 Q2	$2.14M	Buy	3,466 +408	+13%	+$233K	0.46%	34
2025 Q1	$1.71M	Buy	3,058 +132	+5%	+$77.6K	0.4%	42
2024 Q4	$1.71M	Sell	2,926 -31	-1%	-$18.3K	0.4%	38
2024 Q3	$1.7M	Buy	2,957 +265	+10%	+$147K	0.4%	42
2024 Q2	$1.47M	Buy	2,692 +10	+0.4%	+$5.23K	0.38%	43
2024 Q1	$1.4M	Buy	2,682 +196	+8%	+$97.6K	0.38%	46
2023 Q4	$1.18M	Buy	2,486 +37	+2%	+$16.5K	0.36%	49
2023 Q3	$1.05M	Sell	2,449 -7	-0.3%	-$3.11K	0.35%	52
2023 Q2	$1.09M	Sell	2,456 -84	-3%	-$35.3K	0.35%	50
2023 Q1	$1.04M	Buy	2,540 +132	+5%	+$52.7K	0.36%	50
2022 Q4	$921K	Buy	2,408 +540	+29%	+$208K	0.36%	50
2022 Q3	$667K	Buy	1,868 +115	+7%	+$45.7K	0.26%	64
2022 Q2	$661K	Buy	1,753 +120	+7%	+$49.2K	0.25%	70
2022 Q1	$738K	Sell	1,633 -11,904	-88%	-$5.3M	0.25%	64
2021 Q4	$6.43M	Buy	+13,537	New	+$6.21M	5.39%	3

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Chemistry Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, selling an estimated $79K and leaving 3,572 shares worth $2.67M. The position accounts for 0.43% of the portfolio, ranked #38.

Chemistry Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.43M in Q4 2021. 2,548 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Chemistry Wealth Management held 3,572 shares of State Street SPDR S&P 500 ETF Trust worth $2.67M as of Q2 2026.
Chemistry Wealth Management sold 109 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $79K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Chemistry Wealth Management's portfolio in Q2 2026, its #38 holding.
Chemistry Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Chemistry Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $6.43M in Q4 2021.
2,548 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.