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

Simplicity Wealth’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	$14.2M	Buy	20,058 +13,551	+208%	+$9.82M	0.48%	47
2026 Q1	$3.65M	Buy	6,507 +1,661	+34%	+$1.13M	0.21%	109
2025 Q4	$3.3M	Sell	4,846 -2,887	-37%	-$1.95M	0.2%	118
2025 Q3	$5.15M	Sell	7,733 -3,358	-30%	-$2.15M	0.3%	77
2025 Q2	$6.85M	Buy	11,091 +1,787	+19%	+$1.02M	0.29%	78
2025 Q1	$5.2M	Sell	9,304 -6,049	-39%	-$3.56M	0.4%	48
2024 Q4	$9M	Sell	15,353 -787	-5%	-$464K	1.88%	8
2024 Q3	$9.26M	Sell	16,140 -157,215	-91%	-$86.9M	0.86%	18
2024 Q2	$94.3M	Sell	173,355 -14,996	-8%	-$7.85M	2.13%	5
2024 Q1	$95.8M	Buy	188,351 +187,026	+14,115%	+$93.1M	2.28%	5
2023 Q4	$630K	Buy	1,325 +502	+61%	+$224K	0.24%	67
2023 Q3	$352K	Buy	+823	New	+$366K	0.21%	56

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Simplicity Wealth's SPY Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 208% in Q2 2026, buying an estimated $9.82M and bringing the position to 20,058 shares worth $14.2M. The position accounts for 0.48% of the portfolio, ranked #47.

Simplicity Wealth first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.8M in Q1 2024. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Simplicity Wealth held 20,058 shares of State Street SPDR S&P 500 ETF Trust worth $14.2M as of Q2 2026.
Simplicity Wealth bought 13,551 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.82M.
State Street SPDR S&P 500 ETF Trust made up 0.48% of Simplicity Wealth's portfolio in Q2 2026, its #47 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
Simplicity Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $95.8M in Q1 2024.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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