Spirepoint Private Client’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Spirepoint Private Client’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	$4.14M	Buy	5,546 +437	+9%	+$317K	0.34%	57
2026 Q1	$3.32M	Sell	5,109 -238	-4%	-$162K	0.32%	59
2025 Q4	$3.65M	Sell	5,347 -121	-2%	-$81.8K	0.35%	55
2025 Q3	$3.64M	Sell	5,468 -20	-0.4%	-$12.8K	0.38%	60
2025 Q2	$3.39M	Sell	5,488 -93	-2%	-$53.2K	0.38%	62
2025 Q1	$3.12M	Buy	5,581 +94	+2%	+$55.3K	0.41%	58
2024 Q4	$3.22M	Sell	5,487 -17	-0.3%	-$10K	0.4%	56
2024 Q3	$3.16M	Sell	5,504 -12	-0.2%	-$6.63K	0.42%	54
2024 Q2	$3M	Buy	5,516 +52	+1%	+$27.2K	0.43%	52
2024 Q1	$2.86M	Buy	+5,464	New	+$2.72M	0.44%	49

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

Spirepoint Private Client's SPY Position: Q2 2026 in Review

Spirepoint Private Client increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.6% in Q2 2026, buying an estimated $317K and bringing the position to 5,546 shares worth $4.14M. The position accounts for 0.34% of the portfolio, ranked #57.

Spirepoint Private Client first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Spirepoint Private Client held 5,546 shares of State Street SPDR S&P 500 ETF Trust worth $4.14M as of Q2 2026.
Spirepoint Private Client bought 437 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $317K.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Spirepoint Private Client's portfolio in Q2 2026, its #57 holding.
Spirepoint Private Client first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.