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

EnRich Financial Partners’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	$279K	Sell	373 -67	-15%	-$48.6K	0.07%	58
2026 Q1	$286K	Sell	440 -48	-10%	-$32.6K	0.08%	56
2025 Q4	$333K	Sell	488 -178	-27%	-$120K	0.09%	50
2025 Q3	$444K	Hold	666	–	–	0.13%	40
2025 Q2	$412K	Sell	666 -41	-6%	-$23.4K	0.13%	40
2025 Q1	$396K	Buy	707 +14	+2%	+$8.23K	0.13%	37
2024 Q4	$406K	Buy	693 +195	+39%	+$115K	0.14%	36
2024 Q3	$286K	Sell	498 -3	-0.6%	-$1.66K	0.1%	45
2024 Q2	$273K	Sell	501 -5	-1%	-$2.62K	0.1%	45
2024 Q1	$265K	Sell	506 -13	-3%	-$6.47K	0.1%	42
2023 Q4	$247K	Buy	+519	New	+$231K	0.1%	41

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

EnRich Financial Partners's SPY Position: Q2 2026 in Review

EnRich Financial Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, selling an estimated $48.6K and leaving 373 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #58.

EnRich Financial Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $444K in Q3 2025. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

EnRich Financial Partners held 373 shares of State Street SPDR S&P 500 ETF Trust worth $279K as of Q2 2026.
EnRich Financial Partners sold 67 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $48.6K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of EnRich Financial Partners's portfolio in Q2 2026, its #58 holding.
EnRich Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
EnRich Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $444K in Q3 2025.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.