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

Paces Ferry 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	$1.49M	Buy	+2,000	New	+$1.45M	0.55%	36
2020 Q4	–	Sell	-2,500	Closed	-$15K	–	967
2020 Q3	$15K	Buy	+2,500	New	+$829K	0.01%	380

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

Paces Ferry Wealth Advisors's SPY Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.37% in Q2 2026, buying an estimated $11.6K and bringing the position to 4,378 shares worth $3.27M. The position accounts for 1.21% of the portfolio, ranked #22.

Paces Ferry Wealth Advisors first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Paces Ferry Wealth Advisors held 4,378 shares of State Street SPDR S&P 500 ETF Trust worth $3.27M as of Q2 2026.
Paces Ferry Wealth Advisors bought 16 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $11.6K.
State Street SPDR S&P 500 ETF Trust made up 1.21% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Paces Ferry Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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