Ponta Wealth Partners’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
2026
Q2
$2.3M Hold
3,080
1.23% 16
2026
Q1
$2M Buy
+3,080
New +$2.09M 1.61% 13

Other funds holding SPY

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

Ponta Wealth Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 3,080 shares worth $2.3M. The position accounts for 1.23% of the portfolio, ranked #16.

Ponta Wealth Partners first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. 4,637 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Ponta Wealth Partners held 3,080 shares of State Street SPDR S&P 500 ETF Trust worth $2.3M as of Q2 2026.
  • Ponta Wealth Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 1.23% of Ponta Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Ponta Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 4,637 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.