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

Equity Wealth 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	$11.1M	Sell	14,920 -706	-5%	-$512K	4%	5
2026 Q1	$10.2M	Sell	15,626 -649	-4%	-$441K	6.57%	4
2025 Q4	$11.1M	Buy	16,275 +2,952	+22%	+$2M	7.2%	3
2025 Q3	$8.88M	Buy	+13,323	New	+$8.54M	7.2%	2

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

Equity Wealth Partners's SPY Position: Q2 2026 in Review

Equity Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q2 2026, selling an estimated $512K and leaving 14,920 shares worth $11.1M. The position accounts for 4% of the portfolio, ranked #5.

Equity Wealth Partners first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Equity Wealth Partners held 14,920 shares of State Street SPDR S&P 500 ETF Trust worth $11.1M as of Q2 2026.
Equity Wealth Partners sold 706 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $512K.
State Street SPDR S&P 500 ETF Trust made up 4% of Equity Wealth Partners's portfolio in Q2 2026, its #5 holding.
Equity Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.