Grant Private Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Grant Private Wealth Management’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	$635K	Sell	850 -8	-0.9%	-$5.8K	0.27%	75
2026 Q1	$558K	Buy	858 +77	+10%	+$52.4K	0.3%	70
2025 Q4	$533K	Sell	781 -47	-6%	-$31.8K	0.32%	69
2025 Q3	$552K	Sell	828 -5,277	-86%	-$3.38M	0.34%	63
2025 Q2	$3.77M	Buy	6,105 +5,214	+585%	+$2.98M	2.14%	19
2025 Q1	$498K	Hold	891	–	–	0.54%	54
2024 Q4	$522K	Buy	+891	New	+$525K	0.56%	42

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

Grant Private Wealth Management's SPY Position: Q2 2026 in Review

Grant Private Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.93% in Q2 2026, selling an estimated $5.8K and leaving 850 shares worth $635K. The position accounts for 0.27% of the portfolio, ranked #75.

Grant Private Wealth Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q2 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Grant Private Wealth Management held 850 shares of State Street SPDR S&P 500 ETF Trust worth $635K as of Q2 2026.
Grant Private Wealth Management sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Grant Private Wealth Management's portfolio in Q2 2026, its #75 holding.
Grant Private Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.77M in Q2 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.