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

Tempus Wealth Planning’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	$8.86M	Buy	11,871 +1,311	+12%	+$950K	1.73%	9
2026 Q1	$6.87M	Sell	10,560 -30	-0.3%	-$20.4K	1.58%	12
2025 Q4	$7.22M	Sell	10,590 -17	-0.2%	-$11.5K	1.65%	12
2025 Q3	$7.07M	Sell	10,607 -462	-4%	-$296K	1.62%	11
2025 Q2	$6.84M	Buy	11,069 +2,074	+23%	+$1.19M	1.7%	11
2025 Q1	$5.03M	Buy	8,995 +1,117	+14%	+$657K	1.5%	12
2024 Q4	$4.62M	Buy	7,878 +822	+12%	+$484K	1.41%	16
2024 Q3	$4.05M	Buy	7,056 +1,685	+31%	+$932K	1.48%	14
2024 Q2	$2.92M	Buy	5,371 +456	+9%	+$239K	1.22%	15
2024 Q1	$2.57M	Sell	4,915 -374	-7%	-$186K	1.13%	20
2023 Q4	$2.51M	Buy	5,289 +939	+22%	+$418K	1.1%	21
2023 Q3	$1.86M	Buy	4,350 +199	+5%	+$88.5K	0.93%	22
2023 Q2	$1.84M	Sell	4,151 -19	-0.5%	-$7.97K	0.83%	33
2023 Q1	$1.71M	Buy	4,170 +144	+4%	+$57.5K	0.83%	22
2022 Q4	$1.54M	Sell	4,026 -96	-2%	-$36.9K	0.94%	26
2022 Q3	$1.47M	Buy	4,122 +1,282	+45%	+$509K	0.98%	25
2022 Q2	$1.07M	Sell	2,840 -685	-19%	-$281K	0.88%	26
2022 Q1	$1.59M	Buy	3,525 +819	+30%	+$365K	1.13%	22
2021 Q4	$1.28M	Buy	2,706 +60	+2%	+$27.5K	0.69%	38
2021 Q3	$1.14M	Buy	2,646 +466	+21%	+$206K	0.64%	44
2021 Q2	$933K	Buy	+2,180	New	+$910K	0.62%	48

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

Tempus Wealth Planning's SPY Position: Q2 2026 in Review

Tempus Wealth Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $950K and bringing the position to 11,871 shares worth $8.86M. The position accounts for 1.73% of the portfolio, ranked #9.

Tempus Wealth Planning first reported a position in SPY in Q2 2021 and has held it in 21 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Tempus Wealth Planning held 11,871 shares of State Street SPDR S&P 500 ETF Trust worth $8.86M as of Q2 2026.
Tempus Wealth Planning bought 1,311 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $950K.
State Street SPDR S&P 500 ETF Trust made up 1.73% of Tempus Wealth Planning's portfolio in Q2 2026, its #9 holding.
Tempus Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 21 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.