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

FSR 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	$237K	Buy	+318	New	+$231K	0.27%	31
2026 Q1	–	Sell	-2,300	Closed	-$1.57M	–	44
2025 Q4	$1.57M	Buy	+2,300	New	+$1.55M	1.84%	16

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

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

FSR Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 318 shares worth $237K. The stake represents 0.27% of the portfolio and ranks #31 among its holdings. This is a return to the name: FSR Wealth Management previously reported a position in SPY as recently as Q4 2025.

FSR Wealth Management first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

FSR Wealth Management held 318 shares of State Street SPDR S&P 500 ETF Trust worth $237K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new FSR Wealth Management position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.27% of FSR Wealth Management's portfolio in Q2 2026, its #31 holding.
FSR Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
FSR Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.57M in Q4 2025.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.