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

Fourth Dimension 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	$1.12M	Buy	1,506 +140	+10%	+$102K	0.36%	58
2026 Q1	$889K	Buy	1,366 +117	+9%	+$79.5K	0.34%	53
2025 Q4	$852K	Buy	1,249 +1,086	+666%	+$734K	0.31%	56
2025 Q3	$109K	Hold	163	–	–	0.04%	165
2025 Q2	$101K	Sell	163 -115	-41%	-$65.7K	0.04%	169
2025 Q1	$156K	Buy	278 +15	+6%	+$8.82K	0.08%	120
2024 Q4	$154K	Buy	+263	New	+$155K	0.08%	119

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

Fourth Dimension Wealth's SPY Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, buying an estimated $102K and bringing the position to 1,506 shares worth $1.12M. The position accounts for 0.36% of the portfolio, ranked #58.

Fourth Dimension Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fourth Dimension Wealth held 1,506 shares of State Street SPDR S&P 500 ETF Trust worth $1.12M as of Q2 2026.
Fourth Dimension Wealth bought 140 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $102K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Fourth Dimension Wealth's portfolio in Q2 2026, its #58 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.