Private Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Private Wealth Management Group's SPY Position: Q2 2026 in Review
Private Wealth Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q2 2026, buying an estimated $167K and bringing the position to 1,131 shares worth $845K. The position accounts for 0.2% of the portfolio, ranked #50.
Private Wealth Management Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Private Wealth Management Group held 1,131 shares of State Street SPDR S&P 500 ETF Trust worth $845K as of Q2 2026.
- Private Wealth Management Group bought 230 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $167K.
- State Street SPDR S&P 500 ETF Trust made up 0.2% of Private Wealth Management Group's portfolio in Q2 2026, its #50 holding.
- Private Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
- 4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.