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

Tanager 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	$2.02M	Sell	2,707 -31	-1%	-$22.5K	0.18%	45
2026 Q1	$1.78M	Sell	2,738 -66	-2%	-$44.9K	0.17%	44
2025 Q4	$1.91M	Sell	2,804 -192	-6%	-$130K	0.19%	42
2025 Q3	$2M	Buy	2,996 +1,042	+53%	+$668K	0.21%	43
2025 Q2	$1.21M	Buy	1,954 +293	+18%	+$167K	0.14%	47
2025 Q1	$932K	Buy	1,661 +947	+133%	+$557K	0.12%	46
2024 Q4	$420K	Sell	714 -55	-7%	-$32.4K	0.05%	71
2024 Q3	$443K	Hold	769	–	–	0.06%	68
2024 Q2	$420K	Sell	769 -72	-9%	-$37.7K	0.06%	63
2024 Q1	$441K	Buy	841 +142	+20%	+$70.7K	0.07%	61
2023 Q4	$334K	Hold	699	–	–	0.06%	64
2023 Q3	$300K	Hold	699	–	–	0.06%	66
2023 Q2	$311K	Sell	699 -88	-11%	-$36.9K	0.07%	68
2023 Q1	$323K	Buy	787 +58	+8%	+$23.1K	0.08%	59
2022 Q4	$280K	Buy	+729	New	+$280K	0.08%	61
2022 Q2	–	Sell	-979	Closed	-$443K	–	46
2022 Q1	$443K	Buy	979 +450	+85%	+$200K	0.33%	28
2021 Q4	$252K	Buy	+529	New	+$243K	0.19%	38

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

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

Tanager Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $22.5K and leaving 2,707 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #45.

Tanager Wealth Management first reported a position in SPY in Q4 2021 and has held it in 17 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Tanager Wealth Management held 2,707 shares of State Street SPDR S&P 500 ETF Trust worth $2.02M as of Q2 2026.
Tanager Wealth Management sold 31 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $22.5K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Tanager Wealth Management's portfolio in Q2 2026, its #45 holding.
Tanager Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 17 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.