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

Parkwoods 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	$920K	Buy	1,232 +374	+44%	+$271K	0.15%	70
2026 Q1	$558K	Sell	858 -17	-2%	-$11.6K	0.14%	56
2025 Q4	$597K	Buy	875 +95	+12%	+$64.2K	0.18%	54
2025 Q3	$520K	Buy	780 +21	+3%	+$13.5K	0.18%	53
2025 Q2	$469K	Buy	759 +36	+5%	+$20.6K	0.27%	35
2025 Q1	$405K	Hold	723	–	–	0.27%	25
2024 Q4	$424K	Hold	723	–	–	0.34%	15
2024 Q3	$415K	Buy	+723	New	+$400K	0.34%	14

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

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

Parkwoods Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 44% in Q2 2026, buying an estimated $271K and bringing the position to 1,232 shares worth $920K. The position accounts for 0.15% of the portfolio, ranked #70.

Parkwoods Wealth Partners first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Parkwoods Wealth Partners held 1,232 shares of State Street SPDR S&P 500 ETF Trust worth $920K as of Q2 2026.
Parkwoods Wealth Partners bought 374 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $271K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #70 holding.
Parkwoods 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.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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