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

Maltin 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	$230K	Sell	308 -18	-6%	-$13.1K	0.08%	136
2026 Q1	$212K	Sell	326 -260	-44%	-$177K	0.08%	128
2025 Q4	$399K	Sell	586 -238	-29%	-$161K	0.16%	92
2025 Q3	$549K	Sell	824 -9	-1%	-$5.77K	0.23%	77
2025 Q2	$515K	Sell	833 -10	-1%	-$5.72K	0.23%	77
2025 Q1	$471K	Buy	843 +2	+0.2%	+$1.18K	0.22%	83
2024 Q4	$493K	Buy	841 +251	+43%	+$148K	0.24%	78
2024 Q3	$338K	Buy	590 +2	+0.3%	+$1.11K	0.16%	92
2024 Q2	$320K	Buy	588 +2	+0.3%	+$1.05K	0.17%	92
2024 Q1	$307K	Buy	586 +1	+0.2%	+$498	0.17%	94
2023 Q4	$278K	Sell	585 -16	-3%	-$7.13K	0.18%	92
2023 Q3	$257K	Buy	601 +2	+0.3%	+$890	0.18%	96
2023 Q2	$265K	Sell	599 -25	-4%	-$10.5K	0.19%	90
2023 Q1	$256K	Buy	624 +2	+0.3%	+$798	0.18%	89
2022 Q4	$238K	Sell	622 -3,043	-83%	-$1.17M	0.17%	93
2022 Q3	$1.31M	Buy	3,665 +312	+9%	+$124K	1.03%	33
2022 Q2	$1.26M	Buy	3,353 +383	+13%	+$157K	0.91%	37
2022 Q1	$1.34M	Buy	2,970 +10	+0.3%	+$4.45K	0.89%	40
2021 Q4	$1.41M	Sell	2,960 -25	-0.8%	-$11.5K	0.85%	38
2021 Q3	$1.28M	Sell	2,985 -5	-0.2%	-$2.21K	0.79%	40
2021 Q2	$1.28M	Buy	2,990 +9	+0.3%	+$3.76K	0.78%	41
2021 Q1	$1.18M	Buy	2,981 +204	+7%	+$78.7K	0.77%	41
2020 Q4	$1.04M	Buy	2,777 +1,640	+144%	+$582K	0.73%	37
2020 Q3	$381K	Buy	1,137 +2	+0.2%	+$663	0.27%	66
2020 Q2	$350K	Sell	1,135 -2,427	-68%	-$710K	0.26%	62
2020 Q1	$918K	Buy	3,562 +2,841	+394%	+$867K	0.78%	35
2019 Q4	$232K	Buy	+721	New	+$222K	0.15%	68

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

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

Maltin Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.5% in Q2 2026, selling an estimated $13.1K and leaving 308 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #136.

Maltin Wealth Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.41M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Maltin Wealth Management held 308 shares of State Street SPDR S&P 500 ETF Trust worth $230K as of Q2 2026.
Maltin Wealth Management sold 18 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.1K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Maltin Wealth Management's portfolio in Q2 2026, its #136 holding.
Maltin 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.
Maltin Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.41M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.