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

Orgel 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
2026 Q2	$4.94M	Buy	6,613 +335	+5%	+$243K	0.09%	37
2026 Q1	$4.08M	Buy	6,278 +15	+0.2%	+$10.2K	0.09%	35
2025 Q4	$4.27M	Sell	6,263 -36	-0.6%	-$24.3K	0.09%	35
2025 Q3	$4.2M	Sell	6,299 -352	-5%	-$226K	0.1%	35
2025 Q2	$4.11M	Buy	6,651 +54	+0.8%	+$30.9K	0.1%	35
2025 Q1	$3.69M	Buy	6,597 +366	+6%	+$215K	0.1%	32
2024 Q4	$3.65M	Sell	6,231 -2	-0%	-$1.18K	0.1%	32
2024 Q3	$3.58M	Buy	6,233 +1,681	+37%	+$929K	0.09%	34
2024 Q2	$2.48M	Buy	4,552 +2,088	+85%	+$1.09M	0.07%	34
2024 Q1	$1.29M	Sell	2,464 -170	-6%	-$84.6K	0.04%	39
2023 Q4	$1.25M	Buy	2,634 +262	+11%	+$117K	0.04%	40
2023 Q3	$1.01M	Sell	2,372 -330	-12%	-$147K	0.03%	42
2023 Q2	$1.2M	Hold	2,702	–	–	0.04%	42
2023 Q1	$1.11M	Buy	2,702 +40	+2%	+$16K	0.04%	41
2022 Q4	$1.02M	Buy	2,662 +139	+6%	+$53.4K	0.04%	41
2022 Q3	$901K	Sell	2,523 -301	-11%	-$120K	0.04%	37
2022 Q2	$1.06M	Buy	2,824 +1,664	+143%	+$682K	0.06%	33
2022 Q1	$524K	Buy	1,160 +165	+17%	+$73.5K	0.04%	36
2021 Q4	$473K	Buy	995 +24	+2%	+$11K	0.05%	35
2021 Q3	$417K	Sell	971 -32	-3%	-$14.1K	0.05%	35
2021 Q2	$429K	Buy	1,003 +31	+3%	+$12.9K	0.05%	34
2021 Q1	$385K	Buy	+972	New	+$375K	0.05%	33
2018 Q2	–	Sell	-866	Closed	-$228K	–	43
2018 Q1	$228K	Sell	866 -195	-18%	-$53.2K	0.06%	37
2017 Q4	$283K	Buy	+1,061	New	+$276K	0.07%	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

Orgel Wealth Management's SPY Position: Q2 2026 in Review

Orgel Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.3% in Q2 2026, buying an estimated $243K and bringing the position to 6,613 shares worth $4.94M. The position accounts for 0.09% of the portfolio, ranked #37.

Orgel Wealth Management first reported a position in SPY in Q4 2017 and has held it in 24 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Orgel Wealth Management held 6,613 shares of State Street SPDR S&P 500 ETF Trust worth $4.94M as of Q2 2026.
Orgel Wealth Management bought 335 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $243K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Orgel Wealth Management's portfolio in Q2 2026, its #37 holding.
Orgel Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 24 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.