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

Stonehaven Wealth & Tax Solutions’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	$1.77M	Buy	2,365 +4	+0.2%	+$2.9K	1.41%	18
2026 Q1	$1.54M	Buy	2,361 +27	+1%	+$18.4K	1.36%	20
2025 Q4	$1.59M	Sell	2,334 -59	-2%	-$39.9K	1.43%	19
2025 Q3	$1.59M	Buy	2,393 +134	+6%	+$85.9K	1.47%	19
2025 Q2	$1.4M	Buy	2,259 +6	+0.3%	+$3.43K	1.36%	19
2025 Q1	$1.26M	Buy	2,253 +592	+36%	+$348K	1.33%	21
2024 Q4	$973K	Buy	+1,661	New	+$979K	1.06%	31

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

Stonehaven Wealth & Tax Solutions's SPY Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q2 2026, buying an estimated $2.9K and bringing the position to 2,365 shares worth $1.77M. The position accounts for 1.41% of the portfolio, ranked #18.

Stonehaven Wealth & Tax Solutions first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 2,365 shares of State Street SPDR S&P 500 ETF Trust worth $1.77M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 1.41% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #18 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 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 Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.