Sacks & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sacks & Associates’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	$1.54M	Buy	2,057 +7	+0.3%	+$5.08K	1.04%	28
2026 Q1	$1.33M	Buy	2,050 +4	+0.2%	+$2.72K	0.99%	28
2025 Q4	$1.4M	Buy	+2,046	New	+$1.38M	1.02%	27

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

Sacks & Associates's SPY Position: Q2 2026 in Review

Sacks & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.34% in Q2 2026, buying an estimated $5.08K and bringing the position to 2,057 shares worth $1.54M. The position accounts for 1.04% of the portfolio, ranked #28.

Sacks & Associates first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,609 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sacks & Associates held 2,057 shares of State Street SPDR S&P 500 ETF Trust worth $1.54M as of Q2 2026.
Sacks & Associates bought 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 1.04% of Sacks & Associates's portfolio in Q2 2026, its #28 holding.
Sacks & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
4,609 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.