Premier Path Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Premier Path Wealth Partners’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	$629K	Sell	842 -60	-7%	-$43.5K	0.07%	225
2026 Q1	$586K	Sell	902 -10	-1%	-$6.8K	0.08%	238
2025 Q4	$622K	Sell	912 -219,986	-100%	-$149M	0.08%	228
2025 Q3	$818K	Buy	220,898 +220,003	+24,581%	+$141M	0.11%	196
2025 Q2	$553K	Buy	895 +8	+0.9%	+$4.57K	0.08%	232
2025 Q1	$496K	Sell	887 -56	-6%	-$32.9K	0.08%	230
2024 Q4	$553K	Buy	943 +150	+19%	+$88.4K	0.08%	221
2024 Q3	$455K	Hold	793	–	–	0.07%	241
2024 Q2	$432K	Sell	793 -39	-5%	-$20.4K	0.07%	247
2024 Q1	$435K	Sell	832 -5	-0.6%	-$2.49K	0.08%	225
2023 Q4	$410K	Buy	+837	New	+$373K	0.09%	213

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Premier Path Wealth Partners's SPY Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q2 2026, selling an estimated $43.5K and leaving 842 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #225.

Premier Path Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $818K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Premier Path Wealth Partners held 842 shares of State Street SPDR S&P 500 ETF Trust worth $629K as of Q2 2026.
Premier Path Wealth Partners sold 60 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $43.5K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #225 holding.
Premier Path Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $818K in Q3 2025.
2,211 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.