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

Momentum Wealth Planning’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	$37.2M	Sell	49,699 -1,021	-2%	-$740K	27.22%	1
2026 Q1	$33.1M	Sell	50,720 -331	-0.6%	-$225K	29.39%	1
2025 Q4	$34.9M	Sell	51,051 -385	-0.7%	-$260K	27.24%	1
2025 Q3	$34.4M	Sell	51,436 -1	-0%	-$641	26.74%	1
2025 Q2	$31.9M	Buy	+51,437	New	+$29.4M	27.14%	1

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

Momentum Wealth Planning's SPY Position: Q2 2026 in Review

Momentum Wealth Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $740K and leaving 49,699 shares worth $37.2M. The position accounts for 27.22% of the portfolio, ranked #1.

Momentum Wealth Planning first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Momentum Wealth Planning held 49,699 shares of State Street SPDR S&P 500 ETF Trust worth $37.2M as of Q2 2026.
Momentum Wealth Planning sold 1,021 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $740K.
State Street SPDR S&P 500 ETF Trust made up 27.22% of Momentum Wealth Planning's portfolio in Q2 2026, its #1 holding.
Momentum Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 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 Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.