GDS Wealth Management’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
2026
Q2
$604K Buy
542
+307
+131% +$223K 0.03% 128
2026
Q1
$349K Sell
235
-130
-36% -$88.4K 0.02% 146
2025
Q4
$249K Hold
365
– – 0.02% 170
2025
Q3
$243K Buy
+365
New +$234K 0.02% 166
2025
Q1
– Sell
-346
Closed -$203K – 181
2024
Q4
$203K Buy
+346
New +$204K 0.02% 169

Other funds holding SPY

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

GDS Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 131% in Q2 2026, buying an estimated $223K and bringing the position to 542 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #128.

GDS Wealth Management first reported a position in SPY in Q4 2024 and has held it in 5 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • GDS Wealth Management held 542 shares of State Street SPDR S&P 500 ETF Trust worth $604K as of Q2 2026.
  • GDS Wealth Management bought 307 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $223K.
  • State Street SPDR S&P 500 ETF Trust made up 0.03% of GDS Wealth Management's portfolio in Q2 2026, its #128 holding.
  • GDS Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 5 quarters since.
  • 4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.