Goldstein Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Goldstein Advisors’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	$3.85M	Buy	5,154 +1,322	+34%	+$958K	0.35%	36
2026 Q1	$2.49M	Hold	3,832	–	–	0.28%	40
2025 Q4	$2.61M	Hold	3,832	–	–	0.3%	38
2025 Q3	$2.55M	Hold	3,832	–	–	0.31%	36
2025 Q2	$2.37M	Hold	3,832	–	–	0.32%	35
2025 Q1	$2.14M	Sell	3,832 -14	-0.4%	-$8.23K	0.31%	35
2024 Q4	$2.25M	Buy	3,846 +3,146	+449%	+$1.85M	0.33%	34
2024 Q3	$402K	Buy	700 +13	+2%	+$7.19K	0.06%	101
2024 Q2	$374K	Buy	687 +20	+3%	+$10.5K	0.06%	98
2024 Q1	$349K	Sell	667 -15	-2%	-$7.47K	0.06%	101
2023 Q4	$324K	Buy	682 +5	+0.7%	+$2.23K	0.05%	135
2023 Q3	$289K	Sell	677 -14	-2%	-$6.23K	0.06%	107
2023 Q2	$306K	Sell	691 -3	-0.4%	-$1.26K	0.06%	101
2023 Q1	$284K	Sell	694 -15	-2%	-$5.99K	0.06%	106
2022 Q4	$271K	Buy	+709	New	+$273K	0.07%	107

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

Goldstein Advisors's SPY Position: Q2 2026 in Review

Goldstein Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q2 2026, buying an estimated $958K and bringing the position to 5,154 shares worth $3.85M. The position accounts for 0.35% of the portfolio, ranked #36.

Goldstein Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Goldstein Advisors held 5,154 shares of State Street SPDR S&P 500 ETF Trust worth $3.85M as of Q2 2026.
Goldstein Advisors bought 1,322 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $958K.
State Street SPDR S&P 500 ETF Trust made up 0.35% of Goldstein Advisors's portfolio in Q2 2026, its #36 holding.
Goldstein Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.