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

Consultiva 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	$265K	Hold	355	–	–	0.6%	27
2026 Q1	$231K	Hold	355	–	–	0.67%	22
2025 Q4	$242K	Hold	355	–	–	0.68%	22
2025 Q3	$236K	Hold	355	–	–	0.66%	22
2025 Q2	$219K	Hold	355	–	–	0.68%	24
2025 Q1	$199K	Buy	355 +210	+145%	+$123K	0.68%	22
2024 Q4	$85K	Buy	+145	New	+$85.4K	0.43%	41

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

Consultiva Wealth Management's SPY Position: Q2 2026 in Review

Consultiva Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 355 shares worth $265K. The position accounts for 0.6% of the portfolio, ranked #27.

Consultiva Wealth Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Consultiva Wealth Management held 355 shares of State Street SPDR S&P 500 ETF Trust worth $265K as of Q2 2026.
Consultiva Wealth Management 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 0.6% of Consultiva Wealth Management's portfolio in Q2 2026, its #27 holding.
Consultiva Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.