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

Noble Wealth Management PBC’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	$898K	Sell	1,202 -146	-11%	-$106K	0.4%	70
2026 Q1	$877K	Sell	1,348 -116	-8%	-$78.9K	0.44%	60
2025 Q4	$998K	Sell	1,464 -18	-1%	-$12.2K	0.5%	54
2025 Q3	$987K	Buy	+1,482	New	+$950K	0.53%	53
2025 Q1	$867K	Sell	1,550 -55	-3%	-$32.3K	0.59%	52
2024 Q4	$941K	Buy	+1,605	New	+$946K	0.65%	50

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Noble Wealth Management PBC's SPY Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $106K and leaving 1,202 shares worth $898K. The position accounts for 0.4% of the portfolio, ranked #70.

Noble Wealth Management PBC first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $998K in Q4 2025. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Noble Wealth Management PBC held 1,202 shares of State Street SPDR S&P 500 ETF Trust worth $898K as of Q2 2026.
Noble Wealth Management PBC sold 146 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $106K.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Noble Wealth Management PBC's portfolio in Q2 2026, its #70 holding.
Noble Wealth Management PBC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's State Street SPDR S&P 500 ETF Trust position peaked at $998K in Q4 2025.
2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.