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

LeClair Wealth Partners’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	–	Sell	-410	Closed	-$266K	–	186
2026 Q1	$266K	Buy	+410	New	+$279K	0.09%	94
2025 Q2	–	Sell	-920	Closed	-$515K	–	102
2025 Q1	$515K	Sell	920 -50	-5%	-$29.4K	0.37%	52
2024 Q4	$568K	Buy	+970	New	+$571K	0.38%	51

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

LeClair Wealth Partners's SPY Position: Q2 2026 in Review

LeClair Wealth Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 410 shares — an estimated $266K sold.

LeClair Wealth Partners first reported a position in SPY in Q4 2024 and held it in 3 quarters. The position peaked at $568K in Q4 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LeClair Wealth Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
LeClair Wealth Partners sold 410 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $266K.
LeClair Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 3 quarters.
LeClair Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $568K in Q4 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.