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

Daner 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	$461K	Hold	592	–	–	0.25%	55
2026 Q1	$437K	Sell	592 -1	-0.2%	-$680	0.26%	51
2025 Q4	$411K	Sell	593 -8	-1%	-$5.41K	0.25%	50
2025 Q3	$400K	Hold	601	–	–	0.26%	46
2025 Q2	$386K	Buy	+601	New	+$344K	0.27%	46
2024 Q4	$370K	Buy	+612	New	+$361K	0.27%	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

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

Daner Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 592 shares worth $461K. The position accounts for 0.25% of the portfolio, ranked #55.

Daner Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Daner Wealth Management held 592 shares of State Street SPDR S&P 500 ETF Trust worth $461K as of Q2 2026.
Daner 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 0.25% of Daner Wealth Management's portfolio in Q2 2026, its #55 holding.
Daner Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 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 Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.