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

Parr McKnight Wealth Management Group’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	$1.33M	Buy	1,775 +297	+20%	+$215K	0.16%	146
2026 Q1	$961K	Sell	1,478 -171	-10%	-$116K	0.13%	154
2025 Q4	$1.12M	Sell	1,649 -9	-0.5%	-$6.08K	0.15%	147
2025 Q3	$1.1M	Sell	1,658 -44	-3%	-$28.2K	0.14%	160
2025 Q2	$1.05M	Sell	1,702 -148	-8%	-$84.6K	0.14%	164
2025 Q1	$1.03M	Sell	1,850 -136	-7%	-$79.9K	0.15%	165
2024 Q4	$1.16M	Buy	+1,986	New	+$1.17M	0.17%	134

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

Parr McKnight Wealth Management Group's SPY Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2026, buying an estimated $215K and bringing the position to 1,775 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #146.

Parr McKnight Wealth Management Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Parr McKnight Wealth Management Group held 1,775 shares of State Street SPDR S&P 500 ETF Trust worth $1.33M as of Q2 2026.
Parr McKnight Wealth Management Group bought 297 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $215K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #146 holding.
Parr McKnight Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.