Retireful LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Retireful LLC’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	$5.96M	Buy	7,984 +4,636	+138%	+$3.36M	5.55%	2
2026 Q1	$2.18M	Sell	3,348 -2,908	-46%	-$1.98M	3.07%	5
2025 Q4	$4.3M	Sell	6,256 -10,680	-63%	-$7.22M	5.39%	2
2025 Q3	$11.3M	Sell	16,936 -3,325	-16%	-$2.13M	10.9%	1
2025 Q2	$12.5M	Buy	+20,261	New	+$11.6M	8.63%	1
2025 Q1	–	Sell	-5,183	Closed	-$3.04M	–	159
2024 Q4	$3.04M	Sell	5,183 -11,006	-68%	-$6.48M	1.71%	11
2024 Q3	$9.29M	Sell	16,189 -5,579	-26%	-$3.08M	6.87%	2
2024 Q2	$11.8M	Sell	21,768 -28,479	-57%	-$14.9M	5.57%	1
2024 Q1	$26.3M	Buy	50,247 +28,851	+135%	+$14.4M	10.93%	1
2023 Q4	$10.2M	Sell	21,396 -42,506	-67%	-$18.9M	4.43%	2
2023 Q3	$27.3M	Buy	63,902 +37,046	+138%	+$16.5M	13.03%	1
2023 Q2	$10.9M	Buy	+26,856	New	+$11.3M	4.12%	5

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

Retireful LLC's SPY Position: Q2 2026 in Review

Retireful LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 138% in Q2 2026, buying an estimated $3.36M and bringing the position to 7,984 shares worth $5.96M. The position accounts for 5.55% of the portfolio, ranked #2.

Retireful LLC first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $27.3M in Q3 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Retireful LLC held 7,984 shares of State Street SPDR S&P 500 ETF Trust worth $5.96M as of Q2 2026.
Retireful LLC bought 4,636 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.36M.
State Street SPDR S&P 500 ETF Trust made up 5.55% of Retireful LLC's portfolio in Q2 2026, its #2 holding.
Retireful LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
Retireful LLC's State Street SPDR S&P 500 ETF Trust position peaked at $27.3M in Q3 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.