Pines Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Pines Wealth Management's SPY Position: Q2 2026 in Review
Pines Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $124K and leaving 7,956 shares worth $5.94M. The position accounts for 1.71% of the portfolio, ranked #10.
Pines Wealth Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Pines Wealth Management held 7,956 shares of State Street SPDR S&P 500 ETF Trust worth $5.94M as of Q2 2026.
- Pines Wealth Management sold 171 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $124K.
- State Street SPDR S&P 500 ETF Trust made up 1.71% of Pines Wealth Management's portfolio in Q2 2026, its #10 holding.
- Pines Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.