Chokshi & Queen Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Chokshi & Queen Wealth Advisors’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	-18,400	Closed	-$10.3M	–	57
2025 Q1	$10.3M	Buy	+18,400	New	+$10.8M	6.28%	5

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

Chokshi & Queen Wealth Advisors's SPY Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,867 shares worth $1.39M. The position accounts for 0.65% of the portfolio, ranked #20.

Chokshi & Queen Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Chokshi & Queen Wealth Advisors held 1,867 shares of State Street SPDR S&P 500 ETF Trust worth $1.39M as of Q2 2026.
Chokshi & Queen Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.65% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Chokshi & Queen Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.