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

Quaker 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
2026 Q2	$224K	Buy	+300	New	+$218K	0.07%	65
2025 Q2	–	Sell	-1,349	Closed	-$754K	–	1596
2025 Q1	$754K	Buy	+1,349	New	+$793K	0.27%	30
2024 Q1	$1.31M	Buy	+2,500	New	+$1.24M	0.53%	23

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Quaker Wealth Management's SPY Position: Q2 2026 in Review

Quaker Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, selling an estimated $20.3K and leaving 1,142 shares worth $852K. The position accounts for 0.25% of the portfolio, ranked #28.

Quaker Wealth Management first reported a position in SPY in Q2 2022 and has held it in 11 quarters since. 1,960 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Quaker Wealth Management held 1,142 shares of State Street SPDR S&P 500 ETF Trust worth $852K as of Q2 2026.
Quaker Wealth Management sold 28 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $20.3K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Quaker Wealth Management's portfolio in Q2 2026, its #28 holding.
Quaker Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 11 quarters since.
1,960 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.