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

Great Point Wealth 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	$518K	Buy	694 +10	+1%	+$7.25K	0.08%	46
2026 Q1	$445K	Hold	684	–	–	0.08%	47
2025 Q4	$466K	Sell	684 -19	-3%	-$12.8K	0.09%	47
2025 Q3	$468K	Buy	+703	New	+$451K	0.09%	48
2025 Q1	$374K	Sell	668 -2	-0.3%	-$1.18K	0.08%	48
2024 Q4	$393K	Sell	670 -5	-0.7%	-$2.95K	0.09%	47
2024 Q3	$387K	Hold	675	–	–	0.08%	48
2024 Q2	$367K	Buy	675 +282	+72%	+$148K	0.08%	46
2024 Q1	$206K	Sell	393 -33	-8%	-$16.4K	0.05%	55
2023 Q4	$202K	Buy	+426	New	+$190K	0.05%	60
2022 Q4	–	Sell	-1,413	Closed	-$505K	–	65
2022 Q3	$505K	Hold	1,413	–	–	0.19%	45
2022 Q2	$533K	Hold	1,413	–	–	0.19%	44
2022 Q1	$638K	Sell	1,413 -259	-15%	-$115K	0.2%	34
2021 Q4	$794K	Hold	1,672	–	–	0.24%	30
2021 Q3	$718K	Hold	1,672	–	–	0.25%	30
2021 Q2	$716K	Buy	1,672 +54	+3%	+$22.5K	0.25%	31
2021 Q1	$641K	Hold	1,618	–	–	0.25%	31
2020 Q4	$604K	Sell	1,618 -531	-25%	-$188K	0.26%	32
2020 Q3	$662K	Hold	2,149	–	–	0.34%	28
2020 Q2	$662K	Sell	2,149 -22	-1%	-$6.44K	0.34%	28
2020 Q1	$559K	Sell	2,171 -118	-5%	-$36K	0.47%	28
2019 Q4	$736K	Sell	2,289 -41	-2%	-$12.6K	0.46%	22
2019 Q3	$691K	Sell	2,330 -145	-6%	-$42.8K	0.47%	23
2019 Q2	$725K	Sell	2,475 -151	-6%	-$43.5K	0.59%	23
2019 Q1	$741K	Sell	2,626 -369	-12%	-$100K	0.63%	22
2018 Q4	$748K	Buy	+2,995	New	+$808K	0.71%	23

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

Great Point Wealth Advisors's SPY Position: Q2 2026 in Review

Great Point Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q2 2026, buying an estimated $7.25K and bringing the position to 694 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #46.

Great Point Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 26 quarters since. The position peaked at $794K in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Great Point Wealth Advisors held 694 shares of State Street SPDR S&P 500 ETF Trust worth $518K as of Q2 2026.
Great Point Wealth Advisors bought 10 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.25K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Great Point Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Great Point Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 26 quarters since.
Great Point Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $794K in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.