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

Schulz Wealth’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
2025 Q4	$708K	Hold	1,037	–	–	0.45%	32
2025 Q3	$691K	Buy	1,037 +56	+6%	+$35.9K	0.46%	32
2025 Q2	$606K	Buy	981 +471	+92%	+$269K	0.45%	32
2025 Q1	$285K	Hold	510	–	–	0.22%	50
2024 Q4	$299K	Hold	510	–	–	0.23%	49
2024 Q3	$293K	Hold	510	–	–	0.23%	46
2024 Q2	$278K	Hold	510	–	–	0.24%	45
2024 Q1	$267K	Hold	510	–	–	0.23%	46
2023 Q4	$242K	Buy	+510	New	+$227K	0.23%	45

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schulz Wealth's SPY Position: Q4 2025 in Review

Schulz Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2025 at 1,037 shares worth $708K. The position accounts for 0.45% of the portfolio, ranked #32.

Schulz Wealth first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Schulz Wealth held 1,037 shares of State Street SPDR S&P 500 ETF Trust worth $708K as of Q4 2025.
Schulz Wealth left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Schulz Wealth's portfolio in Q4 2025, its #32 holding.
Schulz Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.