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

SK Wealth Management’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	Sell	2,758 -94	-3%	-$68.2K	0.48%	25
2026 Q1	$1.88M	Hold	2,852	–	–	0.52%	26
2025 Q4	$1.98M	Sell	2,852 -506	-15%	-$342K	0.55%	27
2025 Q3	$2.25M	Buy	3,358 +10	+0.3%	+$6.41K	0.84%	25
2025 Q2	$2.09M	Buy	3,348 +10	+0.3%	+$5.72K	0.91%	24
2025 Q1	$1.72M	Buy	3,338 +11	+0.3%	+$6.47K	0.92%	19
2024 Q4	$1.95M	Hold	3,327	–	–	0.99%	19
2024 Q3	$1.98M	Buy	+3,327	New	+$1.84M	1.01%	18

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

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

SK Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q2 2026, selling an estimated $68.2K and leaving 2,758 shares worth $2.13M. The position accounts for 0.48% of the portfolio, ranked #25.

SK Wealth Management first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q3 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SK Wealth Management held 2,758 shares of State Street SPDR S&P 500 ETF Trust worth $2.13M as of Q2 2026.
SK Wealth Management sold 94 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $68.2K.
State Street SPDR S&P 500 ETF Trust made up 0.48% of SK Wealth Management's portfolio in Q2 2026, its #25 holding.
SK Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.25M in Q3 2025.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.