Greykasell Wealth Strategies’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
Q2
$4.04M Buy
5,411
+55
+1% +$39.9K 1.47% 21
2026
Q1
$3.48M Buy
5,356
+11
+0.2% +$7.48K 1.4% 19
2025
Q4
$3.64M Buy
5,345
+72
+1% +$48.7K 1.44% 17
2025
Q3
$3.51M Sell
5,273
-18
-0.3% -$11.5K 1.48% 19
2025
Q2
$3.27M Sell
5,291
-249
-4% -$142K 1.57% 20
2025
Q1
$3.1M Buy
5,540
+125
+2% +$73.5K 1.65% 17
2024
Q4
$3.17M Buy
+5,415
New +$3.19M 1.76% 16

Other funds holding SPY

Greykasell Wealth Strategies's SPY Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q2 2026, buying an estimated $39.9K and bringing the position to 5,411 shares worth $4.04M. The position accounts for 1.47% of the portfolio, ranked #21.

Greykasell Wealth Strategies first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Greykasell Wealth Strategies held 5,411 shares of State Street SPDR S&P 500 ETF Trust worth $4.04M as of Q2 2026.
  • Greykasell Wealth Strategies bought 55 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.9K.
  • State Street SPDR S&P 500 ETF Trust made up 1.47% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Greykasell Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.