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

Pursue 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	$5.18M	Buy	6,942 +160	+2%	+$116K	2.9%	10
2026 Q1	$4.41M	Buy	6,782 +65	+1%	+$44.2K	2.64%	13
2025 Q4	$4.58M	Sell	6,717 -809	-11%	-$547K	2.23%	13
2025 Q3	$5.01M	Buy	7,526 +12	+0.2%	+$7.69K	2.75%	11
2025 Q2	$4.64M	Buy	7,514 +166	+2%	+$94.9K	2.64%	8
2025 Q1	$4.11M	Buy	7,348 +19	+0.3%	+$11.2K	2.5%	11
2024 Q4	$4.3M	Sell	7,329 -196	-3%	-$115K	2.46%	12
2024 Q3	$4.32M	Sell	7,525 -531	-7%	-$294K	2.36%	11
2024 Q2	$4.38M	Buy	8,056 +5,774	+253%	+$3.02M	2.39%	15
2024 Q1	$1.19M	Buy	2,282 +24	+1%	+$11.9K	0.7%	34
2023 Q4	$1.07M	Hold	2,258	–	–	0.69%	37
2023 Q3	$965K	Hold	2,258	–	–	0.68%	37
2023 Q2	$1M	Buy	2,258 +1,250	+124%	+$525K	0.63%	42
2023 Q1	$413K	Hold	1,008	–	–	0.28%	67
2022 Q4	$385K	Buy	+1,008	New	+$387K	0.3%	70
2022 Q2	–	Sell	-208	Closed	-$93.3K	–	219
2022 Q1	$93.3K	Buy	+208	New	+$92.6K	0.04%	165

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

Pursue Wealth Partners's SPY Position: Q2 2026 in Review

Pursue Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, buying an estimated $116K and bringing the position to 6,942 shares worth $5.18M. The position accounts for 2.9% of the portfolio, ranked #10.

Pursue Wealth Partners first reported a position in SPY in Q1 2022 and has held it in 16 quarters since. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Pursue Wealth Partners held 6,942 shares of State Street SPDR S&P 500 ETF Trust worth $5.18M as of Q2 2026.
Pursue Wealth Partners bought 160 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $116K.
State Street SPDR S&P 500 ETF Trust made up 2.9% of Pursue Wealth Partners's portfolio in Q2 2026, its #10 holding.
Pursue Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 16 quarters since.
4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.