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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
666
+2
+0.3% +$1.14K 0.3% 44
2025
Q1
$371K Buy
664
+2
+0.3% +$1.18K 0.3% 45
2024
Q4
$388K Buy
+662
New +$390K 0.32% 41

Other funds holding SPY

Parkworth Wealth Management's SPY Position: Q2 2025 in Review

Parkworth Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.3% in Q2 2025, buying an estimated $1.14K and bringing the position to 666 shares worth $412K. The position accounts for 0.3% of the portfolio, ranked #44.

Parkworth Wealth Management first reported a position in SPY in Q4 2024 and has held it in 3 quarters since. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Parkworth Wealth Management held 666 shares of State Street SPDR S&P 500 ETF Trust worth $412K as of Q2 2025.
  • Parkworth Wealth Management bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $1.14K.
  • State Street SPDR S&P 500 ETF Trust made up 0.3% of Parkworth Wealth Management's portfolio in Q2 2025, its #44 holding.
  • Parkworth Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 3 quarters since.
  • 4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.