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

Smith Partners 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	$355K	Sell	476 -114	-19%	-$82.7K	0.28%	50
2026 Q1	$384K	Sell	590 -6	-1%	-$4.08K	0.34%	46
2025 Q4	$406K	Buy	+596	New	+$403K	0.37%	44

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

Smith Partners Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, selling an estimated $82.7K and leaving 476 shares worth $355K. The position accounts for 0.28% of the portfolio, ranked #50.

Smith Partners Wealth Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $406K in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Smith Partners Wealth Management held 476 shares of State Street SPDR S&P 500 ETF Trust worth $355K as of Q2 2026.
Smith Partners Wealth Management sold 114 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $82.7K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Smith Partners Wealth Management's portfolio in Q2 2026, its #50 holding.
Smith Partners Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $406K in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.