High Point Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
NMIFOAC
High Point Wealth Management's SPY Position: Q2 2026 in Review
High Point Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $7.97K and bringing the position to 966 shares worth $721K. The position accounts for 0.59% of the portfolio, ranked #40.
High Point Wealth Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- High Point Wealth Management held 966 shares of State Street SPDR S&P 500 ETF Trust worth $721K as of Q2 2026.
- High Point Wealth Management bought 11 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.97K.
- State Street SPDR S&P 500 ETF Trust made up 0.59% of High Point Wealth Management's portfolio in Q2 2026, its #40 holding.
- High Point Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
- 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.