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

PMG 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	$314K	Buy	420 +58	+16%	+$42K	0.19%	50
2026 Q1	$235K	Sell	362 -30	-8%	-$20.4K	0.17%	55
2025 Q4	$267K	Buy	392 +4	+1%	+$2.7K	0.2%	49
2025 Q3	$258K	Sell	388 -40	-9%	-$25.6K	0.2%	50
2025 Q2	$264K	Buy	428 +36	+9%	+$20.6K	0.22%	46
2025 Q1	$219K	Hold	392	–	–	0.23%	41
2024 Q4	$230K	Buy	+392	New	+$231K	0.21%	43

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

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

PMG Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, buying an estimated $42K and bringing the position to 420 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #50.

PMG 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.

PMG Wealth Management held 420 shares of State Street SPDR S&P 500 ETF Trust worth $314K as of Q2 2026.
PMG Wealth Management bought 58 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $42K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of PMG Wealth Management's portfolio in Q2 2026, its #50 holding.
PMG 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 PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.