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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 		– Hold
0
– – – 34
2022
Q3 		– Sell
-3,000
Closed -$1.13M – 135
2022
Q2 		$1.13M Buy
+3,000
New +$1.23M 0.43% 40

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
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
CK
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.