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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.55M Sell
4,125
-301
-7% -$172K 1.38% 11
2025
Q1
$2.48M Buy
4,426
+99
+2% +$58.2K 1.59% 9
2024
Q4
$2.54M Buy
+4,327
New +$2.55M 1.8% 9

Other funds holding SPY

Future You Wealth's SPY Position: Q2 2025 in Review

Future You Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.8% in Q2 2025, selling an estimated $172K and leaving 4,125 shares worth $2.55M. The position accounts for 1.38% of the portfolio, ranked #11.

Future You Wealth first reported a position in SPY in Q4 2024 and has held it in 3 quarters since. 4,235 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Future You Wealth held 4,125 shares of State Street SPDR S&P 500 ETF Trust worth $2.55M as of Q2 2025.
  • Future You Wealth sold 301 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $172K.
  • State Street SPDR S&P 500 ETF Trust made up 1.38% of Future You Wealth's portfolio in Q2 2025, its #11 holding.
  • Future You Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 3 quarters since.
  • 4,235 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.