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

Shared Vision Wealth Group’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	$17.6M	Buy	23,565 +5,695	+32%	+$4.13M	6.05%	4
2026 Q1	$11.6M	Buy	17,870 +4,284	+32%	+$2.91M	4.74%	4
2025 Q4	$9.41M	Buy	13,586 +4,070	+43%	+$2.75M	3.81%	4
2025 Q3	$6.35M	Buy	9,516 +4,434	+87%	+$2.84M	2.69%	10
2025 Q2	$3.21M	Sell	5,082 -32	-0.6%	-$18.3K	1.6%	17
2025 Q1	$2.86M	Sell	5,114 -3	-0.1%	-$1.76K	1.56%	14
2024 Q4	$3M	Buy	5,117 +39	+0.8%	+$23K	1.58%	14
2024 Q3	$2.91M	Hold	5,078	–	–	1.56%	14
2024 Q2	$2.76M	Buy	5,078 +114	+2%	+$59.7K	1.61%	15
2024 Q1	$2.6M	Hold	4,964	–	–	1.62%	13
2023 Q4	$2.36M	Buy	+4,964	New	+$2.21M	1.58%	13

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

Shared Vision Wealth Group's SPY Position: Q2 2026 in Review

Shared Vision Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q2 2026, buying an estimated $4.13M and bringing the position to 23,565 shares worth $17.6M. The position accounts for 6.05% of the portfolio, ranked #4.

Shared Vision Wealth Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Shared Vision Wealth Group held 23,565 shares of State Street SPDR S&P 500 ETF Trust worth $17.6M as of Q2 2026.
Shared Vision Wealth Group bought 5,695 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.13M.
State Street SPDR S&P 500 ETF Trust made up 6.05% of Shared Vision Wealth Group's portfolio in Q2 2026, its #4 holding.
Shared Vision Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.