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

Henrickson Nauta 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	$4.95M	Buy	6,627 +744	+13%	+$539K	1.21%	14
2026 Q1	$3.83M	Sell	5,883 -5,461	-48%	-$3.71M	1.07%	15
2025 Q4	$7.85M	Buy	11,344 +5,395	+91%	+$3.65M	1.16%	14
2025 Q3	$3.96M	Buy	5,949 +71	+1%	+$45.5K	1.25%	14
2025 Q2	$3.63M	Sell	5,878 -41	-0.7%	-$23.4K	1.26%	14
2025 Q1	$3.1M	Sell	5,919 -237	-4%	-$139K	1.27%	15
2024 Q4	$3.61M	Sell	6,156 -61	-1%	-$35.9K	1.47%	14
2024 Q3	$3.57M	Buy	6,217 +452	+8%	+$250K	1.42%	14
2024 Q2	$3.14M	Buy	5,765 +876	+18%	+$458K	1.34%	15
2024 Q1	$2.51M	Sell	4,889 -155	-3%	-$77.2K	1.11%	15
2023 Q4	$2.4M	Buy	5,044 +1,514	+43%	+$674K	1.18%	15
2023 Q3	$1.51M	Buy	3,530 +181	+5%	+$80.5K	0.92%	15
2023 Q2	$1.48M	Buy	3,349 +9	+0.3%	+$3.78K	1.01%	15
2023 Q1	$1.37M	Buy	3,340 +1	+0%	+$399	0.98%	15
2022 Q4	$1.28M	Hold	3,339	–	–	1.01%	16
2022 Q3	$1.19M	Hold	3,339	–	–	1.14%	14
2022 Q2	$1.26M	Hold	3,339	–	–	1.15%	13
2022 Q1	$1.51M	Buy	3,339 +63	+2%	+$28K	1.25%	11
2021 Q4	$1.44M	Buy	+3,276	New	+$1.5M	1.17%	11

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

Henrickson Nauta Wealth Advisors's SPY Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $539K and bringing the position to 6,627 shares worth $4.95M. The position accounts for 1.21% of the portfolio, ranked #14.

Henrickson Nauta Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.85M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Henrickson Nauta Wealth Advisors held 6,627 shares of State Street SPDR S&P 500 ETF Trust worth $4.95M as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 744 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $539K.
State Street SPDR S&P 500 ETF Trust made up 1.21% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Henrickson Nauta Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Henrickson Nauta Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.85M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.