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

Precision Wealth Strategies’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	$382K	Buy	+512	New	+$371K	0.12%	144
2026 Q1	–	Sell	-298	Closed	-$203K	–	182
2025 Q4	$203K	Buy	+298	New	+$201K	0.07%	156

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

Precision Wealth Strategies's SPY Position: Q2 2026 in Review

Precision Wealth Strategies opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 512 shares worth $382K. The stake represents 0.12% of the portfolio and ranks #144 among its holdings. This is a return to the name: Precision Wealth Strategies previously reported a position in SPY as recently as Q4 2025.

Precision Wealth Strategies first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Precision Wealth Strategies held 512 shares of State Street SPDR S&P 500 ETF Trust worth $382K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Precision Wealth Strategies position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Precision Wealth Strategies's portfolio in Q2 2026, its #144 holding.
Precision Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.