Ogorek Anthony Joseph’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ogorek Anthony Joseph’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	$251K	Buy	336 +1	+0.3%	+$725	0.06%	72
2026 Q1	$218K	Buy	335 +1	+0.3%	+$680	0.06%	73
2025 Q4	$228K	Buy	334 +1	+0.3%	+$676	0.06%	73
2025 Q3	$222K	Sell	333 -22	-6%	-$14.1K	0.06%	71
2025 Q2	$219K	Sell	355 -181	-34%	-$103K	0.07%	66
2025 Q1	$299K	Buy	536 +23	+4%	+$13.5K	0.1%	60
2024 Q4	$300K	Buy	+513	New	+$302K	0.1%	55
2024 Q1	–	Sell	-16	Closed	-$7K	–	292
2023 Q4	$7K	Hold	16	–	–	﹤0.01%	232
2023 Q3	$6K	Buy	+16	New	+$7.12K	﹤0.01%	223

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

Ogorek Anthony Joseph's SPY Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.3% in Q2 2026, buying an estimated $725 and bringing the position to 336 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #72.

Ogorek Anthony Joseph first reported a position in SPY in Q3 2023 and has held it in 9 quarters since. The position peaked at $300K in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Ogorek Anthony Joseph held 336 shares of State Street SPDR S&P 500 ETF Trust worth $251K as of Q2 2026.
Ogorek Anthony Joseph 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 0.06% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #72 holding.
Ogorek Anthony Joseph first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 9 quarters since.
Ogorek Anthony Joseph's State Street SPDR S&P 500 ETF Trust position peaked at $300K in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.