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

Stillwater Private 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	$765K	Buy	991 +153	+18%	+$111K	0.5%	34
2026 Q1	$546K	Buy	+838	New	+$570K	0.46%	42

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

Stillwater Private Wealth's SPY Position: Q2 2026 in Review

Stillwater Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 991 shares worth $765K. The position accounts for 0.5% of the portfolio, ranked #34.

Stillwater Private Wealth first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stillwater Private Wealth held 991 shares of State Street SPDR S&P 500 ETF Trust worth $765K as of Q2 2026.
Stillwater Private Wealth bought 153 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $111K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Stillwater Private Wealth's portfolio in Q2 2026, its #34 holding.
Stillwater Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 2 quarters since.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.