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

Palumbo 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	$36M	Sell	48,207 -173	-0.4%	-$125K	7.54%	1
2026 Q1	$31.5M	Buy	48,380 +569	+1%	+$387K	7.68%	1
2025 Q4	$32.6M	Buy	47,811 +298	+0.6%	+$201K	8.04%	1
2025 Q3	$31.7M	Buy	47,513 +2,328	+5%	+$1.49M	10.11%	1
2025 Q2	$27.9M	Buy	45,185 +250	+0.6%	+$143K	8.65%	1
2025 Q1	$25.1M	Sell	44,935 -6,464	-13%	-$3.8M	8.4%	1
2024 Q4	$30.1M	Buy	51,399 +11,348	+28%	+$6.69M	11.25%	1
2024 Q3	$23M	Sell	40,051 -193	-0.5%	-$107K	8.94%	1
2024 Q2	$21.9M	Buy	40,244 +3,120	+8%	+$1.63M	9.25%	1
2024 Q1	$19.4M	Buy	37,124 +2,802	+8%	+$1.39M	8.69%	1
2023 Q4	$16.3M	Buy	34,322 +371	+1%	+$165K	8.34%	1
2023 Q3	$14.5M	Buy	33,951 +8,230	+32%	+$3.66M	7.98%	1
2023 Q2	$11.4M	Sell	25,721 -273	-1%	-$115K	6.97%	3
2023 Q1	$10.6M	Buy	25,994 +8,363	+47%	+$3.34M	7.08%	3
2022 Q4	$6.74M	Buy	17,631 +1,606	+10%	+$617K	5.36%	7
2022 Q3	$5.72M	Sell	16,025 -9	-0.1%	-$3.57K	4.84%	8
2022 Q2	$6.05M	Sell	16,034 -245	-2%	-$100K	4.8%	7
2022 Q1	$7.35M	Sell	16,279 -471	-3%	-$210K	4.73%	7
2021 Q4	$7.96M	Sell	16,750 -12,612	-43%	-$5.79M	4.98%	8
2021 Q3	$12.6M	Buy	29,362 +9,560	+48%	+$4.22M	8.31%	3
2021 Q2	$8.48M	Sell	19,802 -4,815	-20%	-$2.01M	5.69%	6
2021 Q1	$9.76M	Sell	24,617 -7,131	-22%	-$2.75M	7.35%	2
2020 Q4	$11.9M	Buy	+31,748	New	+$11.3M	9.58%	1

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

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

Palumbo Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.36% in Q2 2026, selling an estimated $125K and leaving 48,207 shares worth $36M. The position accounts for 7.54% of the portfolio, ranked #1.

Palumbo Wealth Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Palumbo Wealth Management held 48,207 shares of State Street SPDR S&P 500 ETF Trust worth $36M as of Q2 2026.
Palumbo Wealth Management sold 173 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $125K.
State Street SPDR S&P 500 ETF Trust made up 7.54% of Palumbo Wealth Management's portfolio in Q2 2026, its #1 holding.
Palumbo Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 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 Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.