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

Financial Network Wealth Management’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	$3.67M	Buy	4,898 +218	+5%	+$158K	1.04%	18
2026 Q1	$3.05M	Sell	4,680 -291	-6%	-$198K	0.97%	19
2025 Q4	$3.4M	Buy	4,971 +243	+5%	+$164K	1.05%	18
2025 Q3	$3.22M	Buy	+4,728	New	+$3.03M	0.99%	19
2025 Q1	$2.39M	Buy	4,277 +1	+0%	+$588	0.84%	24
2024 Q4	$2.51M	Buy	4,276 +182	+4%	+$107K	0.9%	21
2024 Q3	$2.35M	Sell	4,094 -75	-2%	-$41.5K	0.84%	23
2024 Q2	$2.28M	Sell	4,169 -374	-8%	-$196K	0.87%	22
2024 Q1	$2.35M	Sell	4,543 -355	-7%	-$177K	1.11%	19
2023 Q4	$2.33M	Sell	4,898 -79	-2%	-$35.2K	1.01%	18
2023 Q3	$2.13M	Sell	4,977 -176	-3%	-$78.3K	1.04%	22
2023 Q2	$2.35M	Sell	5,153 -21	-0.4%	-$8.81K	1.09%	19
2023 Q1	$2.12M	Buy	5,174 +123	+2%	+$49.1K	1.05%	23
2022 Q4	$1.93M	Sell	5,051 -31	-0.6%	-$11.9K	1.04%	26
2022 Q3	$1.81M	Buy	5,082 +4,000	+370%	+$1.59M	1.13%	20
2022 Q2	$408K	Sell	1,082 -486	-31%	-$199K	0.24%	53
2022 Q1	$708K	Buy	1,568 +111	+8%	+$49.4K	0.37%	37
2021 Q4	$692K	Buy	1,457 +2	+0.1%	+$918	0.35%	37
2021 Q3	$624K	Buy	1,455 +3	+0.2%	+$1.32K	0.36%	35
2021 Q2	$622K	Buy	1,452 +178	+14%	+$74.3K	0.37%	35
2021 Q1	$505K	Buy	1,274 +333	+35%	+$128K	0.33%	38
2020 Q4	$352K	Buy	+941	New	+$334K	0.28%	57

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

Financial Network Wealth Management's SPY Position: Q2 2026 in Review

Financial Network Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q2 2026, buying an estimated $158K and bringing the position to 4,898 shares worth $3.67M. The position accounts for 1.04% of the portfolio, ranked #18.

Financial Network Wealth Management first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Network Wealth Management held 4,898 shares of State Street SPDR S&P 500 ETF Trust worth $3.67M as of Q2 2026.
Financial Network Wealth Management bought 218 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $158K.
State Street SPDR S&P 500 ETF Trust made up 1.04% of Financial Network Wealth Management's portfolio in Q2 2026, its #18 holding.
Financial Network Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.