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

Inlet Private Wealth’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	$279K	Sell	373 -4	-1%	-$2.9K	0.07%	122
2026 Q1	$245K	Hold	377	–	–	0.06%	120
2025 Q4	$257K	Hold	377	–	–	0.06%	118
2025 Q3	$251K	Buy	377 +30	+9%	+$19.2K	0.06%	124
2025 Q2	$214K	Buy	+347	New	+$198K	0.05%	125
2025 Q1	–	Sell	-347	Closed	-$203K	–	133
2024 Q4	$203K	Buy	+347	New	+$204K	0.05%	124

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

Inlet Private Wealth's SPY Position: Q2 2026 in Review

Inlet Private Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $2.9K and leaving 373 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #122.

Inlet Private Wealth first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Inlet Private Wealth held 373 shares of State Street SPDR S&P 500 ETF Trust worth $279K as of Q2 2026.
Inlet Private Wealth sold 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Inlet Private Wealth's portfolio in Q2 2026, its #122 holding.
Inlet Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.