Quest 10 Wealth Builders’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$614K Hold
822
0.48% 53
2026
Q1
$535K Sell
822
-26
-3% -$17.7K 0.47% 55
2025
Q4
$579K Buy
848
+137
+19% +$92.6K 0.52% 50
2025
Q3
$474K Sell
711
-325
-31% -$208K 0.44% 62
2025
Q2
$640K Buy
1,036
+456
+79% +$261K 0.62% 41
2025
Q1
$324K Sell
580
-779
-57% -$458K 0.35% 65
2024
Q4
$797K Buy
+1,359
New +$801K 0.79% 32

Other funds holding SPY

Quest 10 Wealth Builders's SPY Position: Q2 2026 in Review

Quest 10 Wealth Builders held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 822 shares worth $614K. The position accounts for 0.48% of the portfolio, ranked #53.

Quest 10 Wealth Builders first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $797K in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Quest 10 Wealth Builders held 822 shares of State Street SPDR S&P 500 ETF Trust worth $614K as of Q2 2026.
  • Quest 10 Wealth Builders left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.48% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #53 holding.
  • Quest 10 Wealth Builders first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's State Street SPDR S&P 500 ETF Trust position peaked at $797K in Q4 2024.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.