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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Hold
0
– – – 65
2026
Q1
– Hold
0
– – – 44
2025
Q4
– Hold
0
– – – 33
2025
Q3
– Hold
0
– – – 30
2025
Q2
– Hold
0
– – – 24
2025
Q1
– Hold
0
– – – 24
2024
Q4
– Hold
0
– – – 96
2024
Q3
– Sell
-4,200
Closed -$2.32M – 20
2024
Q2
$2.29M Buy
+4,200
New +$2.2M 0.94% 19

Other funds holding SPY

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

Silverlake Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.3% in Q2 2026, buying an estimated $52.9K and bringing the position to 1,457 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #136.

Silverlake Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2021. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Silverlake Wealth Management held 1,457 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q2 2026.
  • Silverlake Wealth Management bought 73 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $52.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.21% of Silverlake Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Silverlake Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.65M in Q4 2021.
  • 4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.