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

SteelPeak 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	–	Hold	0	–	–	–	278
2026 Q1	–	Hold	0	–	–	–	413
2025 Q4	–	Hold	0	–	–	–	281
2025 Q3	–	Hold	0	–	–	–	286
2025 Q2	–	Hold	0	–	–	–	350
2025 Q1	–	Hold	0	–	–	–	82
2024 Q4	–	Hold	0	–	–	–	80
2024 Q3	–	Hold	0	–	–	–	75
2024 Q2	–	Hold	0	–	–	–	98
2024 Q1	–	Hold	0	–	–	–	183
2023 Q4	–	Hold	0	–	–	–	231
2023 Q3	–	Hold	0	–	–	–	215
2023 Q2	–	Hold	0	–	–	–	180
2023 Q1	–	Hold	0	–	–	–	372
2022 Q1	–	Sell	-100	Closed	-$47K	–	482
2021 Q4	$47K	Buy	+100	New	+$45.9K	﹤0.01%	401
2020 Q3	–	Sell	-200	Closed	-$62K	–	326
2020 Q2	$62K	Hold	200	–	–	0.01%	254
2020 Q1	$52K	Buy	+200	New	+$61K	0.01%	231

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SteelPeak Wealth's SPY Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, selling an estimated $16.3M and leaving 127,281 shares worth $95.3M. The position accounts for 2.47% of the portfolio, ranked #7.

SteelPeak Wealth first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $97.6M in Q1 2026. 1,554 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SteelPeak Wealth held 127,281 shares of State Street SPDR S&P 500 ETF Trust worth $95.3M as of Q2 2026.
SteelPeak Wealth sold 22,420 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $16.3M.
State Street SPDR S&P 500 ETF Trust made up 2.47% of SteelPeak Wealth's portfolio in Q2 2026, its #7 holding.
SteelPeak Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $97.6M in Q1 2026.
1,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.