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

Quotient 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	$2.87M	Buy	3,840 +19	+0.5%	+$13.8K	0.07%	74
2026 Q1	$2.49M	Buy	3,821 +116	+3%	+$78.9K	0.07%	74
2025 Q4	$2.53M	Buy	3,705 +659	+22%	+$445K	0.07%	72
2025 Q3	$2.03M	Buy	3,046 +451	+17%	+$289K	0.06%	81
2025 Q2	$1.6M	Buy	2,595 +677	+35%	+$387K	0.05%	91
2025 Q1	$1.07M	Buy	1,918 +300	+19%	+$176K	0.03%	105
2024 Q4	$948K	Sell	1,618 -26	-2%	-$15.3K	0.03%	106
2024 Q3	$943K	Buy	1,644 +78	+5%	+$43.1K	0.03%	116
2024 Q2	$852K	Buy	1,566 +49	+3%	+$25.6K	0.03%	117
2024 Q1	$794K	Buy	1,517 +501	+49%	+$249K	0.03%	126
2023 Q4	$483K	Buy	+1,016	New	+$453K	0.02%	175

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

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

Quotient Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.5% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,840 shares worth $2.87M. The position accounts for 0.07% of the portfolio, ranked #74.

Quotient Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Quotient Wealth Partners held 3,840 shares of State Street SPDR S&P 500 ETF Trust worth $2.87M as of Q2 2026.
Quotient Wealth Partners bought 19 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.8K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Quotient Wealth Partners's portfolio in Q2 2026, its #74 holding.
Quotient Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.