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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$108K Buy
145
+43
+42% +$31.2K 0.01% 228
2026
Q1
$66.3K Buy
102
+27
+36% +$18.4K 0.01% 282
2025
Q4
$50.9K Sell
75
-13
-15% -$8.79K 0.01% 316
2025
Q3
$58.3K Buy
+88
New +$56.4K 0.01% 295

Other funds holding SPY

Financial Consulate's SPY Position: Q2 2026 in Review

Financial Consulate increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 42% in Q2 2026, buying an estimated $31.2K and bringing the position to 145 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #228.

Financial Consulate first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Financial Consulate held 145 shares of State Street SPDR S&P 500 ETF Trust worth $108K as of Q2 2026.
  • Financial Consulate bought 43 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $31.2K.
  • State Street SPDR S&P 500 ETF Trust made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #228 holding.
  • Financial Consulate first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.