Global Wealth Strategies & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Global Wealth Strategies & Associates’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	$1.61M	Sell	2,152 -56	-3%	-$40.6K	0.3%	31
2026 Q1	$1.44M	Buy	2,208 +1,525	+223%	+$1.04M	0.35%	25
2025 Q4	$466K	Buy	683 +65	+11%	+$43.9K	0.12%	44
2025 Q3	$412K	Sell	618 -73	-11%	-$46.8K	0.11%	49
2025 Q2	$427K	Sell	691 -156	-18%	-$89.2K	0.12%	36
2025 Q1	$474K	Buy	847 +224	+36%	+$132K	0.14%	30
2024 Q4	$365K	Sell	623 -34	-5%	-$20K	0.11%	35
2024 Q3	$377K	Buy	657 +151	+30%	+$83.5K	0.12%	29
2024 Q2	$275K	Hold	506	–	–	0.1%	32
2024 Q1	$265K	Buy	506 +47	+10%	+$23.4K	0.1%	33
2023 Q4	$218K	Sell	459 -9	-2%	-$4.01K	0.09%	37
2023 Q3	$200K	Buy	468 +69	+17%	+$30.7K	0.09%	42
2023 Q2	$177K	Hold	399	–	–	0.08%	43
2023 Q1	$163K	Buy	399 +28	+8%	+$11.2K	0.08%	42
2022 Q4	$142K	Buy	+371	New	+$143K	0.08%	45

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 Strategies & Associates's SPY Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $40.6K and leaving 2,152 shares worth $1.61M. The position accounts for 0.3% of the portfolio, ranked #31.

Global Wealth Strategies & Associates first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Global Wealth Strategies & Associates held 2,152 shares of State Street SPDR S&P 500 ETF Trust worth $1.61M as of Q2 2026.
Global Wealth Strategies & Associates sold 56 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $40.6K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #31 holding.
Global Wealth Strategies & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.