PWCM
SPY icon

Processus Wealth & Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Processus Wealth & Capital Management’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 		– Sell
-625
Closed -$350K – 35
2025
Q1 		$350K Hold
625
– – 0.3% 35
2024
Q4 		$366K Buy
+625
New +$368K 0.29% 35

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Processus Wealth & Capital Management's SPY Position: Q2 2025 in Review

Processus Wealth & Capital Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 625 shares — an estimated $350K sold.

Processus Wealth & Capital Management first reported a position in SPY in Q4 2024 and held it in 2 quarters. The position peaked at $366K in Q4 2024. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Processus Wealth & Capital Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 625 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $350K.
  • Processus Wealth & Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 2 quarters.
  • Processus Wealth & Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $366K in Q4 2024.
  • 4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.