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

Stronghold 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	$8.63M	Buy	11,561 +113	+1%	+$81.9K	11.56%	1
2026 Q1	$7.45M	Buy	11,448 +132	+1%	+$89.7K	11.25%	1
2025 Q4	$7.72M	Buy	+11,316	New	+$7.65M	11.4%	1

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

Stronghold Wealth Management's SPY Position: Q2 2026 in Review

Stronghold Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.99% in Q2 2026, buying an estimated $81.9K and bringing the position to 11,561 shares worth $8.63M. The position accounts for 11.56% of the portfolio, ranked #1.

Stronghold Wealth Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,638 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stronghold Wealth Management held 11,561 shares of State Street SPDR S&P 500 ETF Trust worth $8.63M as of Q2 2026.
Stronghold Wealth Management bought 113 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $81.9K.
State Street SPDR S&P 500 ETF Trust made up 11.56% of Stronghold Wealth Management's portfolio in Q2 2026, its #1 holding.
Stronghold Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
4,638 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.