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Storen Legacy Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Storen Legacy Partners’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 		$6.66M Buy
8,912
+60
+0.7% +$43.5K 1.81% 20
2026
Q1 		$5.76M Sell
8,852
-125
-1% -$85K 1.8% 20
2025
Q4 		$6.12M Buy
+8,977
New +$6.07M 1.92% 12

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Storen Legacy Partners's SPY Position: Q2 2026 in Review

Storen Legacy Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.68% in Q2 2026, buying an estimated $43.5K and bringing the position to 8,912 shares worth $6.66M. The position accounts for 1.81% of the portfolio, ranked #20.

Storen Legacy Partners first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Storen Legacy Partners held 8,912 shares of State Street SPDR S&P 500 ETF Trust worth $6.66M as of Q2 2026.
  • Storen Legacy Partners bought 60 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $43.5K.
  • State Street SPDR S&P 500 ETF Trust made up 1.81% of Storen Legacy Partners's portfolio in Q2 2026, its #20 holding.
  • Storen Legacy Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.