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

Smith & Howard 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	$6.53M	Buy	+10,200	New	+$7.4M	1.3%	19
2026 Q1	–	Sell	-4,300	Closed	-$2.7M	–	98
2025 Q4	$2.7M	Buy	4,300 +1,800	+72%	+$1.22M	0.61%	28
2025 Q3	$1.52M	Buy	+2,500	New	+$1.6M	0.35%	35
2023 Q2	–	Sell	-117	Closed	-$287K	–	72
2023 Q1	$287K	Buy	+117	New	+$46.7K	0.1%	58
2017 Q4	–	Sell	-19	Closed	-$5K	–	48
2017 Q3	$5K	Buy	+19	New	+$4.68K	﹤0.01%	47

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

Smith & Howard Wealth Management's SPY Position: Q2 2026 in Review

Smith & Howard Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 48% in Q2 2026, selling an estimated $9.93M and leaving 14,931 shares worth $11.2M. The position accounts for 2.22% of the portfolio, ranked #11.

Smith & Howard Wealth Management first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.4M in Q1 2026. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Smith & Howard Wealth Management held 14,931 shares of State Street SPDR S&P 500 ETF Trust worth $11.2M as of Q2 2026.
Smith & Howard Wealth Management sold 13,696 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.93M.
State Street SPDR S&P 500 ETF Trust made up 2.22% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #11 holding.
Smith & Howard Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
Smith & Howard Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $18.4M in Q1 2026.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.