Sensible Money’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sensible Money’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	$2.13M	Buy	2,849 +3	+0.1%	+$2.17K	0.56%	15
2026 Q1	$1.85M	Sell	2,846 -626	-18%	-$426K	0.56%	15
2025 Q4	$2.37M	Buy	3,472 +380	+12%	+$257K	0.76%	11
2025 Q3	$2.06M	Sell	3,092 -48	-2%	-$30.8K	0.7%	12
2025 Q2	$1.94M	Sell	3,140 -37	-1%	-$21.2K	0.74%	13
2025 Q1	$1.78M	Sell	3,177 -412	-11%	-$242K	0.76%	12
2024 Q4	$2.1M	Buy	3,589 +56	+2%	+$33K	0.92%	11
2024 Q3	$2.03M	Buy	3,533 +1,149	+48%	+$635K	0.89%	12
2024 Q2	$1.3M	Buy	2,384 +103	+5%	+$53.9K	0.63%	14
2024 Q1	$1.19M	Sell	2,281 -108	-5%	-$53.8K	0.64%	14
2023 Q4	$1.14M	Sell	2,389 -16	-0.7%	-$7.13K	0.68%	16
2023 Q3	$1.03M	Hold	2,405	–	–	0.73%	17
2023 Q2	$1.07M	Sell	2,405 -370	-13%	-$155K	0.78%	16
2023 Q1	$1.14M	Hold	2,775	–	–	0.98%	15
2022 Q4	$1.06M	Buy	+2,775	New	+$1.07M	1.13%	15

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

Sensible Money's SPY Position: Q2 2026 in Review

Sensible Money increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.11% in Q2 2026, buying an estimated $2.17K and bringing the position to 2,849 shares worth $2.13M. The position accounts for 0.56% of the portfolio, ranked #15.

Sensible Money first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sensible Money held 2,849 shares of State Street SPDR S&P 500 ETF Trust worth $2.13M as of Q2 2026.
Sensible Money bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.56% of Sensible Money's portfolio in Q2 2026, its #15 holding.
Sensible Money first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Sensible Money's State Street SPDR S&P 500 ETF Trust position peaked at $2.37M in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.