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

Eiger Wealth Management, LLC’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	–	Sell	-485	Closed	-$315K	–	15
2026 Q1	$315K	Buy	485 +15	+3%	+$10.2K	10.36%	3
2025 Q4	$320K	Buy	+470	New	+$318K	8.49%	3

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 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 $765B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eiger Wealth Management, LLC's SPY Position: Q2 2026 in Review

Eiger Wealth Management, LLC sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 485 shares — an estimated $315K sold.

Eiger Wealth Management, LLC first reported a position in SPY in Q4 2025 and held it in 2 quarters. The position peaked at $320K in Q4 2025. 4,689 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Eiger Wealth Management, LLC reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Eiger Wealth Management, LLC sold 485 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $315K.
Eiger Wealth Management, LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and held it in 2 quarters.
Eiger Wealth Management, LLC's State Street SPDR S&P 500 ETF Trust position peaked at $320K in Q4 2025.
4,689 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Eiger Wealth Management, LLC's 13F filing for Q2 2026, filed 3 Nov 2026.