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

Emergent Wealth Advisors’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	$835K	Sell	1,118 -7	-0.6%	-$5.08K	0.43%	42
2026 Q1	$731K	Buy	1,125 +23	+2%	+$15.6K	0.43%	41
2025 Q4	$751K	Buy	1,102 +307	+39%	+$207K	0.42%	52
2025 Q3	$530K	Buy	795 +2	+0.3%	+$1.28K	0.31%	64
2025 Q2	$490K	Hold	793	–	–	0.31%	61
2025 Q1	$444K	Buy	793 +2	+0.3%	+$1.18K	0.32%	61
2024 Q4	$464K	Sell	791 -3	-0.4%	-$1.77K	0.34%	57
2024 Q3	$456K	Sell	794 -2	-0.3%	-$1.11K	0.34%	57
2024 Q2	$433K	Buy	796 +2	+0.3%	+$1.05K	0.35%	56
2024 Q1	$415K	Sell	794 -5	-0.6%	-$2.49K	0.36%	55
2023 Q4	$380K	Buy	+799	New	+$356K	0.35%	57

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

Emergent Wealth Advisors's SPY Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.62% in Q2 2026, selling an estimated $5.08K and leaving 1,118 shares worth $835K. The position accounts for 0.43% of the portfolio, ranked #42.

Emergent Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Emergent Wealth Advisors held 1,118 shares of State Street SPDR S&P 500 ETF Trust worth $835K as of Q2 2026.
Emergent Wealth Advisors sold 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Emergent Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Emergent Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 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 Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.