Envestnet Portfolio Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Envestnet Portfolio Solutions’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	$311M	Buy	416,956 +47,244	+13%	+$34.3M	1.49%	14
2026 Q1	$240M	Sell	369,712 -33,815	-8%	-$23M	1.33%	17
2025 Q4	$275M	Buy	403,527 +25,071	+7%	+$16.9M	0.97%	25
2025 Q3	$252M	Buy	378,456 +86,197	+29%	+$55.3M	0.93%	27
2025 Q2	$181M	Buy	292,259 +48,669	+20%	+$27.8M	0.66%	29
2025 Q1	$136M	Sell	243,590 -73,914	-23%	-$43.4M	0.52%	38
2024 Q4	$186M	Buy	317,504 +5,986	+2%	+$3.53M	0.61%	35
2024 Q3	$179M	Buy	311,518 +44,996	+17%	+$24.9M	0.58%	34
2024 Q2	$145M	Sell	266,522 -1,211	-0.5%	-$634K	0.51%	42
2024 Q1	$140M	Buy	267,733 +43,768	+20%	+$21.8M	0.53%	40
2023 Q4	$106M	Buy	223,965 +35,128	+19%	+$15.6M	0.44%	46
2023 Q3	$80.7M	Buy	+188,837	New	+$84M	0.38%	45

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

Envestnet Portfolio Solutions's SPY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $34.3M and bringing the position to 416,956 shares worth $311M. The position accounts for 1.49% of the portfolio, ranked #14.

Envestnet Portfolio Solutions first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Envestnet Portfolio Solutions held 416,956 shares of State Street SPDR S&P 500 ETF Trust worth $311M as of Q2 2026.
Envestnet Portfolio Solutions bought 47,244 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $34.3M.
State Street SPDR S&P 500 ETF Trust made up 1.49% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #14 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.