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

Portside Wealth 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 		$1.63M Buy
2,184
+1,000
+84% +$725K 0.19% 126
2026
Q1 		$770K Sell
1,184
-50
-4% -$34K 0.1% 195
2025
Q4 		$841K Buy
+1,234
New +$834K 0.11% 189
2024
Q4 		– Sell
-1,230
Closed -$706K – 440
2024
Q3 		$706K Buy
1,230
+7
+0.6% +$3.87K 0.12% 177
2024
Q2 		$666K Buy
1,223
+31
+3% +$16.2K 0.13% 166
2024
Q1 		$623K Sell
1,192
-145
-11% -$72.2K 0.12% 188
2023
Q4 		$636K Buy
1,337
+15
+1% +$6.68K 0.12% 181
2023
Q3 		$565K Buy
1,322
+21
+2% +$9.34K 0.11% 178
2023
Q2 		$577K Buy
+1,301
New +$546K 0.11% 182

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Portside Wealth Group's SPY Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 84% in Q2 2026, buying an estimated $725K and bringing the position to 2,184 shares worth $1.63M. The position accounts for 0.19% of the portfolio, ranked #126.

Portside Wealth Group first reported a position in SPY in Q2 2023 and has held it in 9 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Portside Wealth Group held 2,184 shares of State Street SPDR S&P 500 ETF Trust worth $1.63M as of Q2 2026.
  • Portside Wealth Group bought 1,000 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $725K.
  • State Street SPDR S&P 500 ETF Trust made up 0.19% of Portside Wealth Group's portfolio in Q2 2026, its #126 holding.
  • Portside Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 9 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.