Golden State Equity Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Golden State Equity Partners’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	–	Sell	-6,275	Closed	-$4.08M	–	1568
2026 Q1	$4.08M	Buy	6,275 +5,022	+401%	+$3.41M	0.31%	67
2025 Q4	$855K	Buy	1,253 +60	+5%	+$40.6K	0.14%	168
2025 Q3	$795K	Buy	1,193 +20	+2%	+$12.8K	0.13%	183
2025 Q2	$725K	Buy	1,173 +67	+6%	+$38.3K	0.13%	188
2025 Q1	$619K	Sell	1,106 -276	-20%	-$162K	0.12%	205
2024 Q4	$810K	Buy	1,382 +160	+13%	+$94.3K	0.15%	157
2024 Q3	$701K	Buy	1,222 +38	+3%	+$21K	0.11%	204
2024 Q2	$644K	Buy	+1,184	New	+$620K	0.13%	171
2023 Q4	$502K	Buy	1,057 +16	+2%	+$7.13K	0.12%	190
2023 Q3	$445K	Buy	1,041 +97	+10%	+$43.1K	0.12%	180
2023 Q2	$418K	Buy	+944	New	+$396K	0.12%	207
2021 Q4	–	Sell	-735	Closed	-$315K	–	245
2021 Q3	$315K	Sell	735 -3,270	-82%	-$1.44M	0.13%	159
2021 Q2	$1.71M	Buy	+4,005	New	+$1.67M	0.66%	31

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

Golden State Equity Partners's SPY Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 6,275 shares — an estimated $4.08M sold.

Golden State Equity Partners first reported a position in SPY in Q2 2021 and held it in 13 quarters. The position peaked at $4.08M in Q1 2026. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 6,275 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.08M.
Golden State Equity Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and held it in 13 quarters.
Golden State Equity Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.08M in Q1 2026.
4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.