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

Significant Wealth Partners’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	$2.22M	Buy	2,969 +87	+3%	+$63.1K	2.4%	5
2026 Q1	$1.87M	Sell	2,882 -1,133	-28%	-$770K	2.31%	7
2025 Q4	$2.74M	Sell	4,015 -7,198	-64%	-$4.87M	3.05%	4
2025 Q3	$7.47M	Buy	11,213 +2,150	+24%	+$1.38M	3.65%	2
2025 Q2	$5.6M	Buy	9,063 +734	+9%	+$420K	2.75%	2
2025 Q1	$4.66M	Buy	8,329 +2,391	+40%	+$1.41M	2.39%	2
2024 Q4	$3.48M	Buy	5,938 +2,546	+75%	+$1.5M	1.8%	2
2024 Q3	$1.95M	Buy	3,392 +25	+0.7%	+$13.8K	1.01%	4
2024 Q2	$1.83M	Buy	3,367 +36	+1%	+$18.8K	1.03%	3
2024 Q1	$1.74M	Buy	3,331 +1,401	+73%	+$697K	1.14%	27
2023 Q4	$917K	Buy	+1,930	New	+$860K	0.67%	43

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

Significant Wealth Partners's SPY Position: Q2 2026 in Review

Significant Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, buying an estimated $63.1K and bringing the position to 2,969 shares worth $2.22M. The position accounts for 2.4% of the portfolio, ranked #5.

Significant Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.47M in Q3 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Significant Wealth Partners held 2,969 shares of State Street SPDR S&P 500 ETF Trust worth $2.22M as of Q2 2026.
Significant Wealth Partners bought 87 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $63.1K.
State Street SPDR S&P 500 ETF Trust made up 2.4% of Significant Wealth Partners's portfolio in Q2 2026, its #5 holding.
Significant Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Significant Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $7.47M in Q3 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.