TLA
SPY icon

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

Tanglewood Legacy 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
2026
Q2 		$5.02M Sell
6,719
-158
-2% -$115K 1.62% 9
2026
Q1 		$4.47M Buy
6,877
+487
+8% +$331K 1.62% 10
2025
Q4 		$4.36M Buy
6,390
+149
+2% +$101K 1.64% 11
2025
Q3 		$4.16M Buy
6,241
+27
+0.4% +$17.3K 1.61% 10
2025
Q2 		$3.84M Buy
6,214
+25
+0.4% +$14.3K 1.58% 10
2025
Q1 		$3.46M Sell
6,189
-1,289
-17% -$758K 1.52% 11
2024
Q4 		$4.38M Buy
7,478
+22
+0.3% +$13K 1.87% 10
2024
Q3 		$4.28M Sell
7,456
-6
-0.1% -$3.32K 1.9% 10
2024
Q2 		$4.06M Sell
7,462
-155
-2% -$81.1K 1.92% 10
2024
Q1 		$3.98M Buy
7,617
+44
+0.6% +$21.9K 1.96% 10
2023
Q4 		$3.6M Buy
7,573
+1
+0% +$445 1.97% 10
2023
Q3 		$3.24M Buy
7,572
+492
+7% +$219K 1.94% 10
2023
Q2 		$3.14M Sell
7,080
-6
-0.1% -$2.52K 1.81% 11
2023
Q1 		$2.9M Buy
7,086
+3
+0% +$1.2K 1.85% 11
2022
Q4 		$2.71M Buy
+7,083
New +$2.72M 1.93% 11

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

Tanglewood Legacy Advisors's SPY Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, selling an estimated $115K and leaving 6,719 shares worth $5.02M. The position accounts for 1.62% of the portfolio, ranked #9.

Tanglewood Legacy Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Tanglewood Legacy Advisors held 6,719 shares of State Street SPDR S&P 500 ETF Trust worth $5.02M as of Q2 2026.
  • Tanglewood Legacy Advisors sold 158 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $115K.
  • State Street SPDR S&P 500 ETF Trust made up 1.62% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #9 holding.
  • Tanglewood Legacy Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 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 Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.