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

Foguth 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	$17.2M	Buy	23,195 +2,863	+14%	+$2.08M	1.96%	14
2026 Q1	$15.4M	Sell	20,332 -16,633	-45%	-$11.3M	1.79%	14
2025 Q4	$25.3M	Buy	+36,965	New	+$25M	3.91%	3
2025 Q2	$26.1M	Sell	42,204 -9,369	-18%	-$5.36M	5.58%	2
2025 Q1	$28.8M	Buy	51,573 +11,861	+30%	+$6.97M	7%	2
2024 Q4	$24.1M	Buy	39,712 +9,481	+31%	+$5.59M	6.32%	1
2024 Q3	$17.3M	Sell	30,231 -613	-2%	-$339K	6.3%	1
2024 Q2	$16.8M	Buy	30,844 +10,206	+49%	+$5.34M	7.4%	1
2024 Q1	$10.8M	Buy	+20,638	New	+$10.3M	5.78%	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

Foguth Wealth Management's SPY Position: Q2 2026 in Review

Foguth Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, buying an estimated $2.08M and bringing the position to 23,195 shares worth $17.2M. The position accounts for 1.96% of the portfolio, ranked #14.

Foguth Wealth Management first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.8M in Q1 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Foguth Wealth Management held 23,195 shares of State Street SPDR S&P 500 ETF Trust worth $17.2M as of Q2 2026.
Foguth Wealth Management bought 2,863 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.08M.
State Street SPDR S&P 500 ETF Trust made up 1.96% of Foguth Wealth Management's portfolio in Q2 2026, its #14 holding.
Foguth Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $28.8M in Q1 2025.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.