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

Presilium Private Wealth’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	$4.62M	Buy	6,191 +5,486	+778%	+$3.98M	0.71%	17
2026 Q1	$458K	Hold	705	–	–	0.08%	55
2025 Q4	$481K	Hold	705	–	–	0.09%	55
2025 Q3	$470K	Hold	705	–	–	0.09%	54
2025 Q2	$436K	Hold	705	–	–	0.09%	54
2025 Q1	$394K	Hold	705	–	–	0.09%	58
2024 Q4	$413K	Hold	705	–	–	0.1%	57
2024 Q3	$405K	Hold	705	–	–	0.09%	59
2024 Q2	$384K	Hold	705	–	–	0.1%	59
2024 Q1	$369K	Hold	705	–	–	0.1%	58
2023 Q4	$335K	Hold	705	–	–	0.1%	59
2023 Q3	$301K	Buy	705 +230	+48%	+$102K	0.1%	49
2023 Q2	$211K	Buy	+475	New	+$199K	0.07%	57

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

Presilium Private Wealth's SPY Position: Q2 2026 in Review

Presilium Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 778% in Q2 2026, buying an estimated $3.98M and bringing the position to 6,191 shares worth $4.62M. The position accounts for 0.71% of the portfolio, ranked #17.

Presilium Private Wealth first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Presilium Private Wealth held 6,191 shares of State Street SPDR S&P 500 ETF Trust worth $4.62M as of Q2 2026.
Presilium Private Wealth bought 5,486 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.98M.
State Street SPDR S&P 500 ETF Trust made up 0.71% of Presilium Private Wealth's portfolio in Q2 2026, its #17 holding.
Presilium Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.