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
2026 Q2	$775K	Buy	+1,037	New	+$752K	0.4%	37
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 $1.81T 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

Schulz Wealth's SPY Position: Q2 2026 in Review

Schulz Wealth opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 1,037 shares worth $775K. The stake represents 0.4% of the portfolio and ranks #37 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in SPY as recently as Q4 2025.

Schulz Wealth first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Schulz Wealth held 1,037 shares of State Street SPDR S&P 500 ETF Trust worth $775K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Schulz Wealth position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Schulz Wealth's portfolio in Q2 2026, its #37 holding.
Schulz Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.