Surience Private Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Surience Private Wealth's SPY Position: Q2 2026 in Review
Surience Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, buying an estimated $163K and bringing the position to 12,435 shares worth $9.29M. The position accounts for 8.17% of the portfolio, ranked #3.
Surience Private Wealth first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.3M in Q2 2022. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Surience Private Wealth held 12,435 shares of State Street SPDR S&P 500 ETF Trust worth $9.29M as of Q2 2026.
- Surience Private Wealth bought 225 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $163K.
- State Street SPDR S&P 500 ETF Trust made up 8.17% of Surience Private Wealth's portfolio in Q2 2026, its #3 holding.
- Surience Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 quarters since.
- Surience Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $16.3M in Q2 2022.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.