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

Dynamic Wealth Strategies’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	$88.9K	Hold	119	–	–	0.05%	125
2026 Q1	$77.4K	Hold	119	–	–	0.04%	130
2025 Q4	$81.1K	Hold	119	–	–	0.05%	125
2025 Q3	$79.3K	Hold	119	–	–	0.05%	116
2025 Q2	$73.5K	Hold	119	–	–	0.05%	113
2025 Q1	$66.6K	Buy	+119	New	+$69.9K	0.06%	117
2024 Q4	–	Sell	-119	Closed	-$68K	–	203
2024 Q3	$68K	Hold	119	–	–	0.06%	115
2024 Q2	$65K	Hold	119	–	–	0.06%	114
2024 Q1	$62K	Buy	119 +9	+8%	+$4.48K	0.05%	116
2023 Q4	$52.3K	Buy	+110	New	+$49K	0.05%	118

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

Dynamic Wealth Strategies's SPY Position: Q2 2026 in Review

Dynamic Wealth Strategies held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 119 shares worth $88.9K. The position accounts for 0.05% of the portfolio, ranked #125.

Dynamic Wealth Strategies first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Dynamic Wealth Strategies held 119 shares of State Street SPDR S&P 500 ETF Trust worth $88.9K as of Q2 2026.
Dynamic Wealth Strategies 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 0.05% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #125 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.