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

One 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	$419K	Buy	561 +158	+39%	+$115K	0.05%	205
2026 Q1	$262K	Hold	403	–	–	0.03%	262
2025 Q4	$275K	Buy	403 +63	+19%	+$42.6K	0.03%	250
2025 Q3	$227K	Hold	340	–	–	0.03%	285
2025 Q2	$210K	Buy	+340	New	+$194K	0.03%	274
2025 Q1	–	Sell	-362	Closed	-$212K	–	307
2024 Q4	$212K	Hold	362	–	–	0.03%	235
2024 Q3	$208K	Buy	+362	New	+$200K	0.03%	251
2023 Q1	–	Sell	-206	Closed	-$78.7K	–	541
2022 Q4	$78.7K	Buy	+206	New	+$79.2K	0.02%	332
2022 Q2	–	Sell	-900	Closed	-$406K	–	209
2022 Q1	$406K	Sell	900 -138	-13%	-$61.4K	0.1%	110
2021 Q4	$493K	Sell	1,038 -32	-3%	-$14.7K	0.13%	89
2021 Q3	$459K	Buy	+1,070	New	+$472K	0.13%	103
2020 Q2	–	Sell	-1,002	Closed	-$258K	–	96
2020 Q1	$258K	Buy	+1,002	New	+$306K	0.26%	59
2019 Q2	–	Sell	-21	Closed	-$6K	–	426
2019 Q1	$6K	Buy	+21	New	+$5.71K	﹤0.01%	355
2018 Q4	–	Sell	-21	Closed	-$6K	–	419
2018 Q3	$6K	Hold	21	–	–	﹤0.01%	381
2018 Q2	$6K	Hold	21	–	–	﹤0.01%	374
2018 Q1	$6K	Sell	21 -375	-95%	-$102K	0.01%	353
2017 Q4	$106K	Buy	+396	New	+$103K	0.09%	189

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

One Wealth Advisors's SPY Position: Q2 2026 in Review

One Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 39% in Q2 2026, buying an estimated $115K and bringing the position to 561 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #205.

One Wealth Advisors first reported a position in SPY in Q4 2017 and has held it in 17 quarters since. The position peaked at $493K in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

One Wealth Advisors held 561 shares of State Street SPDR S&P 500 ETF Trust worth $419K as of Q2 2026.
One Wealth Advisors bought 158 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $115K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #205 holding.
One Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 17 quarters since.
One Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $493K in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.