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

GC Wealth Management RIA’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	$28.7M	Sell	38,398 -12,984	-25%	-$9.41M	1.65%	10
2026 Q1	$33.4M	Buy	51,382 +6,242	+14%	+$4.24M	1.38%	12
2025 Q4	$30.8M	Buy	45,140 +9,470	+27%	+$6.4M	1.13%	14
2025 Q3	$23.8M	Buy	35,670 +6,170	+21%	+$3.96M	0.78%	17
2025 Q2	$18.2M	Buy	29,500 +2,003	+7%	+$1.14M	1.49%	9
2025 Q1	$15.4M	Buy	27,497 +261	+1%	+$153K	2.82%	5
2024 Q4	$16M	Sell	27,236 -1,338	-5%	-$788K	2.81%	5
2024 Q3	$16.4M	Buy	28,574 +168	+0.6%	+$92.9K	2.86%	5
2024 Q2	$15.5M	Buy	28,406 +164	+0.6%	+$85.8K	3.05%	5
2024 Q1	$14.8M	Buy	28,242 +11,780	+72%	+$5.86M	2.96%	5
2023 Q4	$7.82M	Buy	+16,462	New	+$7.33M	3.52%	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

GC Wealth Management RIA's SPY Position: Q2 2026 in Review

GC Wealth Management RIA reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q2 2026, selling an estimated $9.41M and leaving 38,398 shares worth $28.7M. The position accounts for 1.65% of the portfolio, ranked #10.

GC Wealth Management RIA first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.4M in Q1 2026. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

GC Wealth Management RIA held 38,398 shares of State Street SPDR S&P 500 ETF Trust worth $28.7M as of Q2 2026.
GC Wealth Management RIA sold 12,984 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.41M.
State Street SPDR S&P 500 ETF Trust made up 1.65% of GC Wealth Management RIA's portfolio in Q2 2026, its #10 holding.
GC Wealth Management RIA first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's State Street SPDR S&P 500 ETF Trust position peaked at $33.4M in Q1 2026.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.