Connecticut Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Connecticut Wealth Management's SPY Position: Q2 2026 in Review
Connecticut Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $339K and leaving 41,513 shares worth $31M. The position accounts for 1.15% of the portfolio, ranked #20.
Connecticut Wealth Management first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Connecticut Wealth Management held 41,513 shares of State Street SPDR S&P 500 ETF Trust worth $31M as of Q2 2026.
- Connecticut Wealth Management sold 467 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $339K.
- State Street SPDR S&P 500 ETF Trust made up 1.15% of Connecticut Wealth Management's portfolio in Q2 2026, its #20 holding.
- Connecticut Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 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 Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.