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

Pursuit Wealth 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 Q4	$1.77M	Buy	+2,600	New	+$1.76M	1.52%	15

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pursuit Wealth Management's SPY Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025: 2,600 shares worth $1.77M. The stake represents 1.52% of the portfolio and ranks #15 among its holdings.

4,616 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Pursuit Wealth Management held 2,600 shares of State Street SPDR S&P 500 ETF Trust worth $1.77M as of Q4 2025.
State Street SPDR S&P 500 ETF Trust was a new Pursuit Wealth Management position in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 1.52% of Pursuit Wealth Management's portfolio in Q4 2025, its #15 holding.
4,616 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.