Orcam Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Orcam Financial Group’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	$1.75M	Buy	2,347 +1	+0%	+$725	0.86%	22
2026 Q1	$1.53M	Buy	2,346 +38	+2%	+$25.8K	1.08%	17
2025 Q4	$1.57M	Sell	2,308 -153	-6%	-$103K	1.18%	15
2025 Q3	$1.64M	Hold	2,461	–	–	1.32%	14
2025 Q2	$1.52M	Buy	2,461 +1	+0%	+$572	1.32%	13
2025 Q1	$1.38M	Buy	2,460 +1	+0%	+$588	1.29%	14
2024 Q4	$1.44M	Buy	2,459 +281	+13%	+$166K	1.39%	13
2024 Q3	$1.25M	Sell	2,178 -1,587	-42%	-$877K	1.21%	14
2024 Q2	$2.05M	Hold	3,765	–	–	2.2%	10
2024 Q1	$1.97M	Buy	3,765 +3,238	+614%	+$1.61M	2.16%	10
2023 Q4	$250K	Hold	527	–	–	0.31%	33
2023 Q3	$225K	Buy	527 +52	+11%	+$23.1K	0.3%	33
2023 Q2	$210K	Buy	+475	New	+$199K	0.29%	32
2022 Q2	–	Sell	-474	Closed	-$214K	–	35
2022 Q1	$214K	Hold	474	–	–	0.31%	31
2021 Q4	$225K	Buy	+474	New	+$218K	0.31%	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

Orcam Financial Group's SPY Position: Q2 2026 in Review

Orcam Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.04% in Q2 2026, buying an estimated $725 and bringing the position to 2,347 shares worth $1.75M. The position accounts for 0.86% of the portfolio, ranked #22.

Orcam Financial Group first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.05M in Q2 2024. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Orcam Financial Group held 2,347 shares of State Street SPDR S&P 500 ETF Trust worth $1.75M as of Q2 2026.
Orcam Financial Group 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 0.86% of Orcam Financial Group's portfolio in Q2 2026, its #22 holding.
Orcam Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 quarters since.
Orcam Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.05M in Q2 2024.
4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.