Soundwatch Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Soundwatch Capital’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
2021 Q4	–	Sell	-14	Closed	-$601K	–	39
2021 Q3	$601K	Buy	+14	New	+$6.18K	0.06%	15
2021 Q1	–	Sell	-305	Closed	-$129K	–	26
2020 Q4	$129K	Sell	305 -943	-76%	-$335K	0.09%	26
2020 Q3	$41.8M	Sell	1,248 -887	-42%	-$294K	13.54%	4
2020 Q2	$1.23M	Hold	2,135	–	–	0.74%	9
2020 Q1	$1.23M	Buy	2,135 +109	+5%	+$33.2K	0.87%	5
2019 Q4	$65.2M	Buy	+2,026	New	+$624K	29.13%	2

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

Soundwatch Capital's SPY Position: Q2 2026 in Review

Soundwatch Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q2 2026, selling an estimated $16.7M and leaving 521,090 shares worth $389M. The position accounts for 43.19% of the portfolio, ranked #2.

Soundwatch Capital first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Soundwatch Capital held 521,090 shares of State Street SPDR S&P 500 ETF Trust worth $389M as of Q2 2026.
Soundwatch Capital sold 22,981 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $16.7M.
State Street SPDR S&P 500 ETF Trust made up 43.19% of Soundwatch Capital's portfolio in Q2 2026, its #2 holding.
Soundwatch Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.