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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,100
Closed -$287K 581
2022
Q4
$287K Buy
+7,100
New +$2.73M 0.06% 163

Other funds holding SPY

Destiny Wealth Partners's SPY Position: Q2 2026 in Review

Destiny Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 59% in Q2 2026, selling an estimated $6.88M and leaving 6,554 shares worth $4.9M. The position accounts for 0.69% of the portfolio, ranked #44.

Destiny Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.4M in Q1 2026. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Destiny Wealth Partners held 6,554 shares of State Street SPDR S&P 500 ETF Trust worth $4.9M as of Q2 2026.
  • Destiny Wealth Partners sold 9,486 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.88M.
  • State Street SPDR S&P 500 ETF Trust made up 0.69% of Destiny Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Destiny Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $10.4M in Q1 2026.
  • 4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.