Solutions 4 Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Solutions 4 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	$610K	Sell	817 -318	-28%	-$231K	0.79%	31
2026 Q1	$738K	Sell	1,135 -43	-4%	-$29.2K	1.11%	26
2025 Q4	$803K	Sell	1,178 -71	-6%	-$48K	1.21%	22
2025 Q3	$832K	Buy	1,249 +114	+10%	+$73.1K	1.29%	19
2025 Q2	$701K	Buy	1,135 +546	+93%	+$312K	1.17%	21
2025 Q1	$330K	Sell	589 -39	-6%	-$22.9K	0.58%	39
2024 Q4	$368K	Sell	628 -203	-24%	-$120K	0.67%	33
2024 Q3	$477K	Buy	831 +1	+0.1%	+$553	0.93%	29
2024 Q2	$452K	Sell	830 -60	-7%	-$31.4K	1.02%	23
2024 Q1	$466K	Sell	890 -110	-11%	-$54.8K	1.31%	19
2023 Q4	$475K	Buy	+1,000	New	+$445K	1.55%	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

Solutions 4 Wealth's SPY Position: Q2 2026 in Review

Solutions 4 Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 28% in Q2 2026, selling an estimated $231K and leaving 817 shares worth $610K. The position accounts for 0.79% of the portfolio, ranked #31.

Solutions 4 Wealth first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $832K in Q3 2025. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Solutions 4 Wealth held 817 shares of State Street SPDR S&P 500 ETF Trust worth $610K as of Q2 2026.
Solutions 4 Wealth sold 318 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $231K.
State Street SPDR S&P 500 ETF Trust made up 0.79% of Solutions 4 Wealth's portfolio in Q2 2026, its #31 holding.
Solutions 4 Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Solutions 4 Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $832K in Q3 2025.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.