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

ORG Wealth Partners’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	$609K	Sell	814 -234	-22%	-$170K	0.09%	131
2026 Q1	$683K	Sell	1,048 -400	-28%	-$272K	0.13%	96
2025 Q4	$989K	Buy	1,448 +37	+3%	+$25K	0.23%	67
2025 Q3	$941K	Buy	1,411 +100	+8%	+$64.1K	0.2%	77
2025 Q2	$811K	Sell	1,311 -129	-9%	-$73.7K	0.19%	73
2025 Q1	$809K	Buy	1,440 +728	+102%	+$428K	0.25%	76
2024 Q4	$417K	Buy	712 +466	+189%	+$275K	0.13%	77
2024 Q3	$141K	Buy	+246	New	+$136K	0.05%	145

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

ORG Wealth Partners's SPY Position: Q2 2026 in Review

ORG Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q2 2026, selling an estimated $170K and leaving 814 shares worth $609K. The position accounts for 0.09% of the portfolio, ranked #131.

ORG Wealth Partners first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. The position peaked at $989K in Q4 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

ORG Wealth Partners held 814 shares of State Street SPDR S&P 500 ETF Trust worth $609K as of Q2 2026.
ORG Wealth Partners sold 234 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $170K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #131 holding.
ORG Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $989K in Q4 2025.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.