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

Elmwood 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	$3.63M	Buy	4,861 +122	+3%	+$88.5K	0.91%	39
2026 Q1	$3.08M	Buy	4,739 +528	+13%	+$359K	0.85%	47
2025 Q4	$2.87M	Buy	4,211 +3,171	+305%	+$2.14M	0.91%	44
2025 Q3	$693K	Sell	1,040 -10	-1%	-$6.41K	0.25%	88
2025 Q2	$649K	Buy	1,050 +31	+3%	+$17.7K	0.26%	86
2025 Q1	$570K	Hold	1,019	–	–	0.23%	89
2024 Q4	$597K	Sell	1,019 -349	-26%	-$206K	0.24%	90
2024 Q3	$785K	Buy	1,368 +349	+34%	+$193K	0.32%	87
2024 Q2	$555K	Sell	1,019 -16	-2%	-$8.37K	0.25%	90
2024 Q1	$541K	Hold	1,035	–	–	0.23%	92
2023 Q4	$492K	Hold	1,035	–	–	0.35%	71
2023 Q3	$442K	Hold	1,035	–	–	0.21%	96
2023 Q2	$459K	Hold	1,035	–	–	0.21%	92
2023 Q1	$424K	Sell	1,035 -81	-7%	-$32.3K	0.2%	93
2022 Q4	$427K	Buy	1,116 +151	+16%	+$58K	0.21%	95
2022 Q3	$345K	Buy	965 +281	+41%	+$112K	0.17%	94
2022 Q2	$258K	Hold	684	–	–	0.15%	103
2022 Q1	$309K	Hold	684	–	–	0.16%	100
2021 Q4	$325K	Buy	+684	New	+$314K	0.16%	98
2021 Q2	$293K	Hold	684	–	–	0.15%	94
2021 Q1	$271K	Buy	+684	New	+$264K	0.17%	94
2020 Q3	$211K	Hold	684	–	–	0.17%	84
2020 Q2	$211K	Sell	684 -418	-38%	-$122K	0.17%	84
2020 Q1	$290K	Buy	1,102 +303	+38%	+$92.4K	0.28%	76
2019 Q4	$257K	Sell	799 -143	-15%	-$44K	0.22%	81
2019 Q3	$280K	Sell	942 -184	-16%	-$54.4K	0.28%	71
2019 Q2	$330K	Buy	1,126 +1	+0.1%	+$288	0.29%	75
2019 Q1	$318K	Sell	1,125 -9	-0.8%	-$2.44K	0.29%	75
2018 Q4	$283K	Buy	1,134 +55	+5%	+$14.8K	0.27%	82
2018 Q3	$314K	Buy	1,079 +2	+0.2%	+$570	0.26%	80
2018 Q2	$292K	Sell	1,077 -25	-2%	-$6.75K	0.27%	79
2018 Q1	$290K	Buy	+1,102	New	+$301K	0.28%	76

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

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

Elmwood Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, buying an estimated $88.5K and bringing the position to 4,861 shares worth $3.63M. The position accounts for 0.91% of the portfolio, ranked #39.

Elmwood Wealth Management first reported a position in SPY in Q1 2018 and has held it in 32 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Elmwood Wealth Management held 4,861 shares of State Street SPDR S&P 500 ETF Trust worth $3.63M as of Q2 2026.
Elmwood Wealth Management bought 122 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $88.5K.
State Street SPDR S&P 500 ETF Trust made up 0.91% of Elmwood Wealth Management's portfolio in Q2 2026, its #39 holding.
Elmwood Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 32 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 Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.