Granite Bay 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
Q1
Sell
-500
Closed -$242K 105
2025
Q4
$242K Buy
+500
New +$338K 0.06% 80

Other funds holding SPY

Granite Bay Wealth Management's SPY Position: Q2 2026 in Review

Granite Bay Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 918% in Q2 2026, buying an estimated $18.4M and bringing the position to 28,166 shares worth $21M. The position accounts for 1.94% of the portfolio, ranked #14.

Granite Bay Wealth Management first reported a position in SPY in Q4 2021 and has held it in 17 quarters since. The position peaked at $33M in Q4 2022. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Granite Bay Wealth Management held 28,166 shares of State Street SPDR S&P 500 ETF Trust worth $21M as of Q2 2026.
  • Granite Bay Wealth Management bought 25,400 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.4M.
  • State Street SPDR S&P 500 ETF Trust made up 1.94% of Granite Bay Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Granite Bay Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 17 quarters since.
  • Granite Bay Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $33M in Q4 2022.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.