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	$1.07M	Sell	450 -12	-3%	-$8.7K	0.79%	17
2026 Q1	$1.25M	Buy	+462	New	+$314K	1.11%	16
2025 Q4	–	Sell	-301	Closed	-$217K	–	46
2025 Q3	$217K	Buy	+301	New	+$193K	0.17%	41

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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. 3,218 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.
3,218 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.