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

Greenup Street 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	$1.2M	Sell	1,611 -6,263	-80%	-$4.54M	0.15%	68
2026 Q1	$5.12M	Sell	7,874 -200	-2%	-$136K	0.72%	24
2025 Q4	$5.51M	Sell	8,074 -382	-5%	-$258K	0.8%	24
2025 Q3	$5.63M	Buy	8,456 +131	+2%	+$84K	0.87%	19
2025 Q2	$5.14M	Buy	8,325 +9	+0.1%	+$5.14K	0.9%	26
2025 Q1	$4.65M	Sell	8,316 -1,228	-13%	-$722K	0.92%	22
2024 Q4	$5.59M	Buy	9,544 +1,381	+17%	+$814K	1.11%	24
2024 Q3	$4.68M	Sell	8,163 -150	-2%	-$82.9K	0.97%	28
2024 Q2	$4.52M	Buy	8,313 +7,292	+714%	+$3.82M	1.06%	22
2024 Q1	$429K	Sell	1,021 -6,943	-87%	-$3.46M	0.11%	64
2023 Q4	$3.79M	Buy	7,964 +6,180	+346%	+$2.75M	1.05%	23
2023 Q3	$763K	Sell	1,784 -632	-26%	-$281K	0.25%	54
2023 Q2	$1.07M	Buy	2,416 +358	+17%	+$150K	0.29%	54
2023 Q1	$843K	Sell	2,058 -3	-0.1%	-$1.2K	0.3%	48
2022 Q4	$788K	Sell	2,061 -53	-3%	-$20.4K	0.33%	60
2022 Q3	$755K	Buy	2,114 +23	+1%	+$9.13K	0.34%	54
2022 Q2	$789K	Sell	2,091 -120	-5%	-$49.2K	0.37%	53
2022 Q1	$999K	Sell	2,211 -7,099	-76%	-$3.16M	0.55%	42
2021 Q4	$4.42M	Buy	+9,310	New	+$4.27M	2.6%	7

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Greenup Street Wealth Management's SPY Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 80% in Q2 2026, selling an estimated $4.54M and leaving 1,611 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #68.

Greenup Street Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.63M in Q3 2025. 2,548 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Greenup Street Wealth Management held 1,611 shares of State Street SPDR S&P 500 ETF Trust worth $1.2M as of Q2 2026.
Greenup Street Wealth Management sold 6,263 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.54M.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Greenup Street Wealth Management's portfolio in Q2 2026, its #68 holding.
Greenup Street Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Greenup Street Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.63M in Q3 2025.
2,548 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.