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

Forefront 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	$396K	Buy	+530	New	+$384K	0.12%	126
2025 Q4	–	Sell	-2,956	Closed	-$1.97M	–	186
2025 Q3	$1.97M	Buy	+2,956	New	+$1.89M	0.5%	52

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

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

Forefront Wealth Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 530 shares worth $396K. The stake represents 0.12% of the portfolio and ranks #126 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in SPY as recently as Q3 2025.

Forefront Wealth Partners first reported a position in SPY in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.97M in Q3 2025. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Forefront Wealth Partners held 530 shares of State Street SPDR S&P 500 ETF Trust worth $396K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Forefront Wealth Partners position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Forefront Wealth Partners's portfolio in Q2 2026, its #126 holding.
Forefront Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 2 quarters since.
Forefront Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.97M in Q3 2025.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.