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

Outlook 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	$4.64M	Buy	6,215 +515	+9%	+$373K	1%	18
2026 Q1	$3.71M	Sell	5,700 -1,030	-15%	-$700K	0.9%	24
2025 Q4	$4.59M	Sell	6,730 -122	-2%	-$82.5K	1.04%	23
2025 Q3	$4.56M	Buy	6,852 +1,582	+30%	+$1.01M	1.14%	19
2025 Q2	$3.26M	Buy	5,270 +970	+23%	+$554K	0.84%	22
2025 Q1	$2.41M	Sell	4,300 -1,561	-27%	-$918K	0.67%	26
2024 Q4	$3.44M	Sell	5,861 -447	-7%	-$263K	0.99%	21
2024 Q3	$3.62M	Buy	6,308 +610	+11%	+$337K	1.04%	21
2024 Q2	$3.1M	Sell	5,698 -1,502	-21%	-$786K	0.97%	23
2024 Q1	$3.77M	Sell	7,200 -263	-4%	-$131K	1.16%	20
2023 Q4	$3.55M	Sell	7,463 -77	-1%	-$34.3K	1.24%	18
2023 Q3	$3.22M	Sell	7,540 -205	-3%	-$91.2K	1.23%	19
2023 Q2	$3.43M	Buy	7,745 +1,582	+26%	+$664K	1.3%	18
2023 Q1	$2.52M	Buy	6,163 +5,149	+508%	+$2.05M	1.12%	22
2022 Q4	$388K	Hold	1,014	–	–	0.18%	120
2022 Q3	$363K	Sell	1,014 -21	-2%	-$8.34K	0.16%	135
2022 Q2	$390K	Buy	1,035 +29	+3%	+$11.9K	0.16%	139
2022 Q1	$454K	Sell	1,006 -40	-4%	-$17.8K	0.15%	144
2021 Q4	$497K	Sell	1,046 -7	-0.7%	-$3.21K	0.15%	140
2021 Q3	$452K	Buy	1,053 +181	+21%	+$79.8K	0.15%	151
2021 Q2	$373K	Buy	872 +6	+0.7%	+$2.5K	0.12%	167
2021 Q1	$343K	Buy	866 +158	+22%	+$60.9K	0.12%	162
2020 Q4	$265K	Buy	+708	New	+$251K	0.1%	165
2019 Q4	–	Sell	-923	Closed	-$274K	–	162
2019 Q3	$274K	Sell	923 -84	-8%	-$24.8K	0.16%	141
2019 Q2	$295K	Buy	1,007 +49	+5%	+$14.1K	0.19%	129
2019 Q1	$271K	Sell	958 -3,784	-80%	-$1.03M	0.22%	119
2018 Q4	$11.9M	Buy	+4,742	New	+$1.28M	5.4%	2

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

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

Outlook Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9% in Q2 2026, buying an estimated $373K and bringing the position to 6,215 shares worth $4.64M. The position accounts for 1% of the portfolio, ranked #18.

Outlook Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.9M in Q4 2018. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Outlook Wealth Advisors held 6,215 shares of State Street SPDR S&P 500 ETF Trust worth $4.64M as of Q2 2026.
Outlook Wealth Advisors bought 515 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $373K.
State Street SPDR S&P 500 ETF Trust made up 1% of Outlook Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 27 quarters since.
Outlook Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $11.9M in Q4 2018.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.