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

SkyOak 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 		$3.29M Buy
4,405
+42
+1% +$30.4K 0.54% 49
2026
Q1 		$2.84M Buy
4,363
+30
+0.7% +$20.4K 0.52% 50
2025
Q4 		$2.96M Sell
4,333
-20
-0.5% -$13.5K 0.53% 49
2025
Q3 		$2.9M Buy
4,353
+13
+0.3% +$8.33K 0.55% 49
2025
Q2 		$2.68M Buy
4,340
+1,708
+65% +$976K 0.54% 49
2025
Q1 		$1.47M Buy
2,632
+98
+4% +$57.6K 0.32% 65
2024
Q4 		$1.49M Buy
2,534
+459
+22% +$270K 0.32% 67
2024
Q3 		$1.19M Buy
2,075
+9
+0.4% +$4.98K 0.26% 70
2024
Q2 		$1.12M Buy
2,066
+7
+0.3% +$3.66K 0.26% 69
2024
Q1 		$1.08M Buy
2,059
+388
+23% +$193K 0.26% 73
2023
Q4 		$794K Buy
1,671
+1
+0.1% +$445 0.21% 85
2023
Q3 		$714K Buy
1,670
+115
+7% +$51.1K 0.21% 87
2023
Q2 		$689K Buy
1,555
+48
+3% +$20.1K 0.19% 96
2023
Q1 		$617K Sell
1,507
-137
-8% -$54.7K 0.19% 102
2022
Q4 		$629K Sell
1,644
-1,491
-48% -$573K 0.21% 101
2022
Q3 		$1.12M Buy
3,135
+1,188
+61% +$472K 0.4% 64
2022
Q2 		$735K Buy
1,947
+1,470
+308% +$602K 0.25% 91
2022
Q1 		$215K Sell
477
-925
-66% -$412K 0.06% 212
2021
Q4 		$666K Buy
1,402
+75
+6% +$34.4K 0.17% 113
2021
Q3 		$569K Sell
1,327
-250
-16% -$110K 0.15% 123
2021
Q2 		$675K Sell
1,577
-60
-4% -$25K 0.18% 110
2021
Q1 		$683K Sell
1,637
-1,354
-45% -$522K 0.19% 108
2020
Q4 		$1.12M Hold
2,991
– – 0.35% 78
2020
Q3 		$1M Sell
2,991
-607
-17% -$201K 0.36% 72
2020
Q2 		$1.11M Sell
3,598
-150
-4% -$43.9K 0.41% 61
2020
Q1 		$966K Sell
3,748
-985
-21% -$300K 0.49% 47
2019
Q4 		$1.52M Buy
+4,733
New +$1.46M 0.47% 52

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SkyOak Wealth's SPY Position: Q2 2026 in Review

SkyOak Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.96% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,405 shares worth $3.29M. The position accounts for 0.54% of the portfolio, ranked #49.

SkyOak Wealth first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • SkyOak Wealth held 4,405 shares of State Street SPDR S&P 500 ETF Trust worth $3.29M as of Q2 2026.
  • SkyOak Wealth bought 42 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $30.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.54% of SkyOak Wealth's portfolio in Q2 2026, its #49 holding.
  • SkyOak Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.