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

Priebe Wealth Holdings’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
2025 Q2	$1.39M	Sell	2,242 -310	-12%	-$177K	1.2%	20
2025 Q1	$1.43M	Sell	2,552 -230	-8%	-$135K	0.89%	19
2024 Q4	$1.63M	Sell	2,782 -333	-11%	-$196K	1.11%	15
2024 Q3	$1.79M	Sell	3,115 -176	-5%	-$97.3K	1.3%	12
2024 Q2	$1.79M	Sell	3,291 -141	-4%	-$73.8K	1.42%	12
2024 Q1	$1.8M	Sell	3,432 -10	-0.3%	-$4.98K	1.4%	13
2023 Q4	$1.64M	Buy	+3,442	New	+$1.53M	1.34%	14

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Priebe Wealth Holdings's SPY Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2025, selling an estimated $177K and leaving 2,242 shares worth $1.39M. The position accounts for 1.2% of the portfolio, ranked #20.

Priebe Wealth Holdings first reported a position in SPY in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.8M in Q1 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Priebe Wealth Holdings held 2,242 shares of State Street SPDR S&P 500 ETF Trust worth $1.39M as of Q2 2025.
Priebe Wealth Holdings sold 310 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $177K.
State Street SPDR S&P 500 ETF Trust made up 1.2% of Priebe Wealth Holdings's portfolio in Q2 2025, its #20 holding.
Priebe Wealth Holdings first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's State Street SPDR S&P 500 ETF Trust position peaked at $1.8M in Q1 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.