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

Sculati Wealth Management’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	$2.8M	Sell	3,766 -200	-5%	-$145K	0.93%	33
2026 Q1	$2.58M	Hold	3,966	–	–	0.95%	33
2025 Q4	$2.7M	Sell	3,966 -47	-1%	-$31.8K	0.95%	32
2025 Q3	$2.67M	Hold	4,013	–	–	0.94%	33
2025 Q2	$2.48M	Buy	4,013 +97	+2%	+$55.4K	0.93%	37
2025 Q1	$2.19M	Sell	3,916 -1	-0%	-$588	0.89%	33
2024 Q4	$2.3M	Buy	3,917 +1	+0%	+$589	0.91%	32
2024 Q3	$2.25M	Hold	3,916	–	–	0.9%	35
2024 Q2	$2.13M	Sell	3,916 -6	-0.2%	-$3.14K	0.91%	40
2024 Q1	$2.05M	Sell	3,922 -26	-0.7%	-$12.9K	0.88%	36
2023 Q4	$1.88M	Buy	3,948 +32	+0.8%	+$14.3K	0.87%	38
2023 Q3	$1.67M	Sell	3,916 -10	-0.3%	-$4.45K	0.86%	40
2023 Q2	$1.74M	Sell	3,926 -12	-0.3%	-$5.04K	0.88%	35
2023 Q1	$1.61M	Hold	3,938	–	–	0.86%	40
2022 Q4	$1.51M	Buy	3,938 +70	+2%	+$26.9K	0.85%	38
2022 Q3	$1.38M	Buy	3,868 +7	+0.2%	+$2.78K	0.82%	46
2022 Q2	$1.46M	Buy	3,861 +7	+0.2%	+$2.87K	0.83%	44
2022 Q1	$1.74M	Hold	3,854	–	–	0.85%	41
2021 Q4	$1.83M	Buy	3,854 +6	+0.2%	+$2.75K	0.88%	36
2021 Q3	$1.65M	Buy	3,848 +6	+0.2%	+$2.65K	0.87%	36
2021 Q2	$1.65M	Hold	3,842	–	–	0.87%	38
2021 Q1	$1.52M	Buy	3,842 +320	+9%	+$123K	0.88%	38
2020 Q4	$1.32M	Sell	3,522 -10	-0.3%	-$3.55K	0.86%	39
2020 Q3	$1.18M	Buy	3,532 +20	+0.6%	+$6.63K	0.89%	37
2020 Q2	$1.08M	Hold	3,512	–	–	0.91%	38
2020 Q1	$905K	Sell	3,512 -454	-11%	-$138K	1%	33
2019 Q4	$1.28M	Buy	+3,966	New	+$1.22M	1.14%	32

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

Sculati Wealth Management's SPY Position: Q2 2026 in Review

Sculati Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5% in Q2 2026, selling an estimated $145K and leaving 3,766 shares worth $2.8M. The position accounts for 0.93% of the portfolio, ranked #33.

Sculati Wealth Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sculati Wealth Management held 3,766 shares of State Street SPDR S&P 500 ETF Trust worth $2.8M as of Q2 2026.
Sculati Wealth Management sold 200 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $145K.
State Street SPDR S&P 500 ETF Trust made up 0.93% of Sculati Wealth Management's portfolio in Q2 2026, its #33 holding.
Sculati Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 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 Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.