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

Destination 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 Q1	–	Sell	-300	Closed	-$40K	–	355
2025 Q4	$40K	Hold	300	–	–	﹤0.01%	292
2025 Q3	$37.5K	Buy	300 +200	+200%	+$128K	﹤0.01%	265
2025 Q2	$24.2K	Hold	100	–	–	﹤0.01%	257
2025 Q1	$18.6K	Hold	100	–	–	﹤0.01%	240
2024 Q4	$21.8K	Hold	100	–	–	﹤0.01%	232
2024 Q3	$20.8K	Hold	100	–	–	﹤0.01%	223
2024 Q2	$18.7K	Hold	100	–	–	﹤0.01%	203
2024 Q1	$17.1K	Hold	100	–	–	﹤0.01%	209
2023 Q4	$12.7K	Hold	100	–	–	﹤0.01%	201
2023 Q3	$9.48K	Hold	100	–	–	﹤0.01%	195
2023 Q2	$10.9K	Hold	100	–	–	﹤0.01%	196
2023 Q1	$8.18K	Buy	+100	New	+$39.9K	﹤0.01%	205

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

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

Destination Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q2 2026, selling an estimated $378K and leaving 23,267 shares worth $17.4M. The position accounts for 0.41% of the portfolio, ranked #67.

Destination Wealth Management first reported a position in SPY in Q3 2013 and has held it in 52 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Destination Wealth Management held 23,267 shares of State Street SPDR S&P 500 ETF Trust worth $17.4M as of Q2 2026.
Destination Wealth Management sold 522 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $378K.
State Street SPDR S&P 500 ETF Trust made up 0.41% of Destination Wealth Management's portfolio in Q2 2026, its #67 holding.
Destination Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 52 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 Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.