Spartan Wealth Advisory Services LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Spartan Wealth Advisory Services LLC’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	$2.72M	Buy	3,645 +275	+8%	+$199K	0.22%	97
2026 Q1	$2.19M	Buy	+3,370	New	+$2.29M	0.19%	104

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SPY Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.2% in Q2 2026, buying an estimated $199K and bringing the position to 3,645 shares worth $2.72M. The position accounts for 0.22% of the portfolio, ranked #97.

Spartan Wealth Advisory Services LLC first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. 4,473 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Spartan Wealth Advisory Services LLC held 3,645 shares of State Street SPDR S&P 500 ETF Trust worth $2.72M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 275 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $199K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #97 holding.
Spartan Wealth Advisory Services LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 2 quarters since.
4,473 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.