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

Global Wealth Management Investment Advisory’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	$980K	Buy	1,312 +7	+0.5%	+$5.08K	0.14%	105
2026 Q1	$848K	Sell	1,305 -1	-0.1%	-$680	0.13%	111
2025 Q4	$891K	Sell	1,306 -34	-3%	-$23K	0.14%	108
2025 Q3	$893K	Buy	1,340 +290	+28%	+$186K	0.15%	110
2025 Q2	$649K	Buy	1,050 +311	+42%	+$178K	0.12%	115
2025 Q1	$413K	Buy	739 +19	+3%	+$11.2K	0.08%	118
2024 Q4	$422K	Buy	720 +110	+18%	+$64.8K	0.09%	119
2024 Q3	$350K	Buy	610 +12	+2%	+$6.63K	0.08%	122
2024 Q2	$325K	Hold	598	–	–	0.08%	121
2024 Q1	$313K	Hold	598	–	–	0.08%	120
2023 Q4	$284K	Sell	598 -37	-6%	-$16.5K	0.07%	123
2023 Q3	$271K	Buy	635 +9	+1%	+$4K	0.08%	127
2023 Q2	$277K	Sell	626 -333	-35%	-$140K	0.08%	127
2023 Q1	$393K	Buy	959 +106	+12%	+$42.3K	0.12%	112
2022 Q4	$326K	Sell	853 -30	-3%	-$11.5K	0.11%	114
2022 Q3	$315K	Buy	883 +110	+14%	+$43.7K	0.11%	115
2022 Q2	$292K	Hold	773	–	–	0.1%	126
2022 Q1	$349K	Sell	773 -103	-12%	-$45.9K	0.1%	118
2021 Q4	$416K	Hold	876	–	–	0.13%	107
2021 Q3	$376K	Buy	876 +151	+21%	+$66.6K	0.12%	104
2021 Q2	$310K	Sell	725 -3	-0.4%	-$1.25K	0.1%	108
2021 Q1	$289K	Buy	728 +408	+128%	+$157K	0.1%	109
2020 Q4	$120K	Buy	320 +167	+109%	+$59.2K	0.05%	133
2020 Q3	$51K	Sell	153 -2,418	-94%	-$801K	0.02%	176
2020 Q2	$793K	Sell	2,571 -323	-11%	-$94.5K	0.34%	75
2020 Q1	$746K	Buy	2,894 +578	+25%	+$176K	0.38%	71
2019 Q4	$745K	Buy	2,316 +79	+4%	+$24.3K	0.32%	76
2019 Q3	$664K	Sell	2,237 -611	-21%	-$181K	0.3%	76
2019 Q2	$834K	Sell	2,848 -468	-14%	-$135K	0.4%	68
2019 Q1	$937K	Sell	3,316 -1,087	-25%	-$295K	0.49%	65
2018 Q4	$1.1M	Buy	+4,403	New	+$1.19M	0.64%	58

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

Global Wealth Management Investment Advisory's SPY Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.54% in Q2 2026, buying an estimated $5.08K and bringing the position to 1,312 shares worth $980K. The position accounts for 0.14% of the portfolio, ranked #105.

Global Wealth Management Investment Advisory first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.1M in Q4 2018. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Global Wealth Management Investment Advisory held 1,312 shares of State Street SPDR S&P 500 ETF Trust worth $980K as of Q2 2026.
Global Wealth Management Investment Advisory bought 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #105 holding.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $1.1M in Q4 2018.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.