Monument Group Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Monument Group Wealth Advisors’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	$783K	Buy	1,048 +1	+0.1%	+$725	0.38%	15
2026 Q1	$681K	Buy	1,047 +51	+5%	+$34.7K	0.38%	15
2025 Q4	$679K	Buy	996 +390	+64%	+$264K	0.37%	15
2025 Q3	$404K	Hold	606	–	–	0.24%	23
2025 Q2	$374K	Hold	606	–	–	0.24%	27
2025 Q1	$339K	Hold	606	–	–	0.24%	30
2024 Q4	$355K	Hold	606	–	–	0.25%	28
2024 Q3	$348K	Hold	606	–	–	0.21%	29
2024 Q2	$330K	Hold	606	–	–	0.22%	31
2024 Q1	$317K	Hold	606	–	–	0.23%	31
2023 Q4	$288K	Buy	+606	New	+$270K	0.25%	31

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

Monument Group Wealth Advisors's SPY Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.1% in Q2 2026, buying an estimated $725 and bringing the position to 1,048 shares worth $783K. The position accounts for 0.38% of the portfolio, ranked #15.

Monument Group Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Monument Group Wealth Advisors held 1,048 shares of State Street SPDR S&P 500 ETF Trust worth $783K as of Q2 2026.
Monument Group Wealth Advisors bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Monument Group Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.