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

Sterling Group Wealth Management’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	$317K	Buy	424 +25	+6%	+$18.1K	0.13%	48
2026 Q1	$259K	Hold	399	–	–	0.12%	49
2025 Q4	$272K	Hold	399	–	–	0.13%	45
2025 Q3	$266K	Hold	399	–	–	0.13%	45
2025 Q2	$247K	Hold	399	–	–	0.14%	45
2025 Q1	$223K	Hold	399	–	–	0.12%	56
2024 Q4	$234K	Sell	399 -4	-1%	-$2.36K	0.12%	58
2024 Q3	$231K	Hold	403	–	–	0.12%	59
2024 Q2	$219K	Buy	+403	New	+$211K	0.13%	55

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

Sterling Group Wealth Management's SPY Position: Q2 2026 in Review

Sterling Group Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q2 2026, buying an estimated $18.1K and bringing the position to 424 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #48.

Sterling Group Wealth Management first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sterling Group Wealth Management held 424 shares of State Street SPDR S&P 500 ETF Trust worth $317K as of Q2 2026.
Sterling Group Wealth Management bought 25 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.1K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Sterling Group Wealth Management's portfolio in Q2 2026, its #48 holding.
Sterling Group Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.