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

Conscious Wealth Investments’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	$13.8M	Sell	18,394 -807	-4%	-$585K	7.08%	1
2026 Q1	$13.4M	Sell	19,201 -1,178	-6%	-$801K	7.49%	1
2025 Q4	$13.8M	Sell	20,379 -2,313	-10%	-$1.56M	8.29%	1
2025 Q3	$15.5M	Sell	22,692 -27	-0.1%	-$17.3K	9.18%	1
2025 Q2	$14.4M	Buy	22,719 +133	+0.6%	+$76K	9.22%	1
2025 Q1	$12.7M	Sell	22,586 -2,184	-9%	-$1.28M	8.85%	1
2024 Q4	$14.8M	Buy	24,770 +266	+1%	+$157K	10.04%	1
2024 Q3	$14.2M	Buy	24,504 +44	+0.2%	+$24.3K	9.74%	1
2024 Q2	$13.5M	Buy	24,460 +13	+0.1%	+$6.8K	9.73%	1
2024 Q1	$12.3M	Buy	24,447 +1,675	+7%	+$834K	9.36%	1
2023 Q4	$11.1M	Buy	+22,772	New	+$10.1M	8.86%	1

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

Conscious Wealth Investments's SPY Position: Q2 2026 in Review

Conscious Wealth Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q2 2026, selling an estimated $585K and leaving 18,394 shares worth $13.8M. The position accounts for 7.08% of the portfolio, ranked #1.

Conscious Wealth Investments first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q3 2025. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Conscious Wealth Investments held 18,394 shares of State Street SPDR S&P 500 ETF Trust worth $13.8M as of Q2 2026.
Conscious Wealth Investments sold 807 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $585K.
State Street SPDR S&P 500 ETF Trust made up 7.08% of Conscious Wealth Investments's portfolio in Q2 2026, its #1 holding.
Conscious Wealth Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Conscious Wealth Investments's State Street SPDR S&P 500 ETF Trust position peaked at $15.5M in Q3 2025.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.