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

Clarity Retirement & Wealth’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 		$433K Buy
580
+36
+7% +$26.1K 0.3% 25
2026
Q1 		$354K Buy
544
+176
+48% +$120K 0.29% 24
2025
Q4 		$251K Buy
+368
New +$249K 0.22% 32

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

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

Clarity Retirement & Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.6% in Q2 2026, buying an estimated $26.1K and bringing the position to 580 shares worth $433K. The position accounts for 0.3% of the portfolio, ranked #25.

Clarity Retirement & Wealth first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Clarity Retirement & Wealth held 580 shares of State Street SPDR S&P 500 ETF Trust worth $433K as of Q2 2026.
  • Clarity Retirement & Wealth bought 36 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $26.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.3% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #25 holding.
  • Clarity Retirement & Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.