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

Strategies Wealth Advisors’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
2025 Q2	–	Hold	0	–	-$224K	–	192
2025 Q1	–	Sell	-400	Closed	-$235K	–	159
2024 Q4	$242K	Buy	+400	New	+$236K	0.03%	113
2024 Q3	–	Hold	0	–	–	–	67

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

Strategies Wealth Advisors's SPY Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q2 2026, selling an estimated $43.5K and leaving 1,677 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #74.

Strategies Wealth Advisors first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q2 2024. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Strategies Wealth Advisors held 1,677 shares of State Street SPDR S&P 500 ETF Trust worth $1.25M as of Q2 2026.
Strategies Wealth Advisors sold 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 0.11% of Strategies Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Strategies Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Strategies Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.72M in Q2 2024.
4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.