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

Howard 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 		$5.03M Buy
6,735
+89
+1% +$64.5K 1.86% 13
2026
Q1 		$4.32M Buy
6,646
+135
+2% +$91.8K 1.82% 16
2025
Q4 		$4.44M Sell
6,511
-38
-0.6% -$25.7K 1.94% 14
2025
Q3 		$4.36M Buy
6,549
+1
+0% +$641 2.01% 14
2025
Q2 		$4.05M Sell
6,548
-17
-0.3% -$9.72K 2.04% 14
2025
Q1 		$3.67M Sell
6,565
-18
-0.3% -$10.6K 2.05% 13
2024
Q4 		$3.86M Sell
6,583
-60
-0.9% -$35.4K 2.09% 12
2024
Q3 		$3.81M Buy
6,643
+7
+0.1% +$3.87K 2.22% 12
2024
Q2 		$3.61M Sell
6,636
-50
-0.7% -$26.2K 2.85% 7
2024
Q1 		$3.5M Sell
6,686
-53
-0.8% -$26.4K 2.84% 7
2023
Q4 		$3.2M Buy
6,739
+85
+1% +$37.9K 2.68% 8
2023
Q3 		$2.84M Sell
6,654
-33
-0.5% -$14.7K 2.62% 9
2023
Q2 		$2.96M Sell
6,687
-15
-0.2% -$6.29K 2.57% 9
2023
Q1 		$2.74M Buy
6,702
+123
+2% +$49.1K 2.29% 9
2022
Q4 		$2.52M Buy
6,579
+237
+4% +$91.1K 2.06% 11
2022
Q3 		$2.27M Buy
6,342
+3,062
+93% +$1.22M 1.6% 16
2022
Q2 		$1.24M Sell
3,280
-2,911
-47% -$1.19M 1.31% 20
2022
Q1 		$2.8M Buy
6,191
+28
+0.5% +$12.5K 1.52% 16
2021
Q4 		$2.93M Buy
6,163
+35
+0.6% +$16.1K 1.54% 15
2021
Q3 		$2.63M Sell
6,128
-149
-2% -$65.7K 1.47% 16
2021
Q2 		$2.69M Buy
6,277
+20
+0.3% +$8.35K 1.48% 17
2021
Q1 		$2.48M Buy
6,257
+95
+2% +$36.6K 1.45% 17
2020
Q4 		$2.3M Buy
6,162
+120
+2% +$42.6K 1.44% 18
2020
Q3 		$2.02M Sell
6,042
-74
-1% -$24.5K 1.44% 19
2020
Q2 		$1.89M Buy
6,116
+240
+4% +$70.2K 1.54% 17
2020
Q1 		$1.51M Sell
5,876
-150
-2% -$45.8K 1.59% 17
2019
Q4 		$1.94M Buy
+6,026
New +$1.86M 1.62% 13

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Howard Wealth Management's SPY Position: Q2 2026 in Review

Howard Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, buying an estimated $64.5K and bringing the position to 6,735 shares worth $5.03M. The position accounts for 1.86% of the portfolio, ranked #13.

Howard Wealth Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Howard Wealth Management held 6,735 shares of State Street SPDR S&P 500 ETF Trust worth $5.03M as of Q2 2026.
  • Howard Wealth Management bought 89 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $64.5K.
  • State Street SPDR S&P 500 ETF Trust made up 1.86% of Howard Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Howard Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.