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

Leslie Global 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	$1.44M	Buy	1,930 +3	+0.2%	+$2.17K	0.56%	24
2026 Q1	$1.25M	Sell	1,927 -669	-26%	-$455K	0.66%	19
2025 Q4	$1.77M	Buy	2,596 +603	+30%	+$408K	0.8%	19
2025 Q3	$1.33M	Sell	1,993 -651	-25%	-$417K	0.62%	23
2025 Q2	$1.63M	Buy	2,644 +1,005	+61%	+$574K	0.87%	18
2025 Q1	$917K	Buy	1,639 +747	+84%	+$439K	0.45%	26
2024 Q4	$523K	Sell	892 -2,613	-75%	-$1.54M	0.24%	41
2024 Q3	$2.01M	Buy	3,505 +1,584	+82%	+$876K	0.98%	22
2024 Q2	$1.05M	Buy	+1,921	New	+$1.01M	0.61%	27

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Leslie Global Wealth's SPY Position: Q2 2026 in Review

Leslie Global Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.16% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,930 shares worth $1.44M. The position accounts for 0.56% of the portfolio, ranked #24.

Leslie Global Wealth first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.01M in Q3 2024. 1,976 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Leslie Global Wealth held 1,930 shares of State Street SPDR S&P 500 ETF Trust worth $1.44M as of Q2 2026.
Leslie Global Wealth bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.56% of Leslie Global Wealth's portfolio in Q2 2026, its #24 holding.
Leslie Global Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Leslie Global Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $2.01M in Q3 2024.
1,976 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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