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

Fairway Wealth’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	$447K	Buy	598 +42	+8%	+$30.4K	0.1%	51
2026 Q1	$362K	Buy	+556	New	+$378K	0.1%	60
2025 Q4	–	Sell	-120	Closed	-$79.9K	–	242
2025 Q3	$79.9K	Hold	120	–	–	0.02%	84
2025 Q2	$74.1K	Hold	120	–	–	0.02%	81
2025 Q1	$67.1K	Hold	120	–	–	0.02%	83
2024 Q4	$70.3K	Hold	120	–	–	0.03%	86
2024 Q3	$68.9K	Buy	+120	New	+$66.4K	0.04%	60

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

Fairway Wealth's SPY Position: Q2 2026 in Review

Fairway Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.6% in Q2 2026, buying an estimated $30.4K and bringing the position to 598 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #51.

Fairway Wealth first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fairway Wealth held 598 shares of State Street SPDR S&P 500 ETF Trust worth $447K as of Q2 2026.
Fairway Wealth bought 42 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $30.4K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Fairway Wealth's portfolio in Q2 2026, its #51 holding.
Fairway Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 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 Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.