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

Olympus Wealth Management’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
2025 Q2	$40.2M	Sell	65,023 -127	-0.2%	-$72.6K	13.5%	3
2025 Q1	$36.4M	Sell	65,150 -48,766	-43%	-$28.7M	16%	3
2024 Q4	$66.8M	Sell	113,916 -6,525	-5%	-$3.84M	24.31%	1
2024 Q3	$69.1M	Sell	120,441 -28,235	-19%	-$15.6M	23.76%	1
2024 Q2	$80.9M	Buy	148,676 +83,687	+129%	+$43.8M	25.31%	1
2024 Q1	$34M	Sell	64,989 -24,496	-27%	-$12.2M	20.15%	2
2023 Q4	$42.5M	Sell	89,485 -199	-0.2%	-$88.6K	21.83%	2
2023 Q3	$38.3M	Sell	89,684 -4,317	-5%	-$1.92M	21.95%	2
2023 Q2	$41.7M	Sell	94,001 -282	-0.3%	-$118K	22.45%	2
2023 Q1	$38.6M	Sell	94,283 -872	-0.9%	-$348K	21.2%	2
2022 Q4	$36.4M	Sell	95,155 -63,773	-40%	-$24.5M	18.26%	2
2022 Q3	$56.8M	Buy	158,928 +52,141	+49%	+$20.7M	24.49%	1
2022 Q2	$40.3M	Sell	106,787 -3,242	-3%	-$1.33M	22.48%	2
2022 Q1	$49.7M	Buy	110,029 +16,495	+18%	+$7.34M	24.04%	1
2021 Q4	$44.4M	Buy	+93,534	New	+$42.9M	30.84%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Olympus Wealth Management's SPY Position: Q2 2025 in Review

Olympus Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.19% in Q2 2025, selling an estimated $72.6K and leaving 65,023 shares worth $40.2M. The position accounts for 13.5% of the portfolio, ranked #3.

Olympus Wealth Management first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. The position peaked at $80.9M in Q2 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Olympus Wealth Management held 65,023 shares of State Street SPDR S&P 500 ETF Trust worth $40.2M as of Q2 2025.
Olympus Wealth Management sold 127 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $72.6K.
State Street SPDR S&P 500 ETF Trust made up 13.5% of Olympus Wealth Management's portfolio in Q2 2025, its #3 holding.
Olympus Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 quarters since.
Olympus Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $80.9M in Q2 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.