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

Seaside 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	$899K	Sell	1,204 -77	-6%	-$55.8K	0.22%	29
2026 Q1	$833K	Sell	1,281 -15	-1%	-$10.2K	0.23%	28
2025 Q4	$884K	Sell	1,296 -107	-8%	-$72.3K	0.25%	27
2025 Q3	$935K	Buy	1,403 +3	+0.2%	+$1.92K	0.28%	27
2025 Q2	$865K	Sell	1,400 -165	-11%	-$94.3K	0.28%	27
2025 Q1	$875K	Sell	1,565 -88	-5%	-$51.7K	0.31%	24
2024 Q4	$969K	Buy	1,653 +114	+7%	+$67.2K	0.35%	21
2024 Q3	$883K	Buy	1,539 +5	+0.3%	+$2.77K	0.33%	24
2024 Q2	$835K	Sell	1,534 -105	-6%	-$55K	0.35%	24
2024 Q1	$857K	Buy	1,639 +6	+0.4%	+$2.99K	0.37%	24
2023 Q4	$776K	Sell	1,633 -48	-3%	-$21.4K	0.36%	25
2023 Q3	$719K	Buy	1,681 +5	+0.3%	+$2.22K	0.37%	23
2023 Q2	$743K	Buy	1,676 +54	+3%	+$22.7K	0.38%	23
2023 Q1	$664K	Buy	1,622 +6	+0.4%	+$2.39K	0.4%	24
2022 Q4	$618K	Sell	1,616 -32	-2%	-$12.3K	0.41%	24
2022 Q3	$636K	Buy	1,648 +7	+0.4%	+$2.78K	0.44%	24
2022 Q2	$676K	Buy	+1,641	New	+$672K	0.51%	21

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

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

Seaside Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6% in Q2 2026, selling an estimated $55.8K and leaving 1,204 shares worth $899K. The position accounts for 0.22% of the portfolio, ranked #29.

Seaside Wealth Management first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. The position peaked at $969K in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Seaside Wealth Management held 1,204 shares of State Street SPDR S&P 500 ETF Trust worth $899K as of Q2 2026.
Seaside Wealth Management sold 77 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $55.8K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Seaside Wealth Management's portfolio in Q2 2026, its #29 holding.
Seaside Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
Seaside Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $969K in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.