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

TFO Wealth Partners’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	$15.2M	Buy	20,362 +592	+3%	+$429K	1.65%	9
2026 Q1	$12.9M	Buy	19,770 +139	+0.7%	+$94.5K	1.75%	8
2025 Q4	$13.4M	Buy	19,631 +48	+0.2%	+$32.4K	2%	7
2025 Q3	$13M	Buy	19,583 +122	+0.6%	+$78.2K	2.13%	6
2025 Q2	$12M	Buy	19,461 +70	+0.4%	+$40K	2.12%	6
2025 Q1	$10.8M	Buy	19,391 +659	+4%	+$387K	2.15%	6
2024 Q4	$11M	Hold	18,732	–	–	5.21%	4
2024 Q3	$10.7M	Hold	18,732	–	–	1.97%	7
2024 Q2	$10.2M	Hold	18,732	–	–	1.99%	6
2024 Q1	$9.8M	Sell	18,732 -260	-1%	-$129K	1.9%	7
2023 Q4	$9.03M	Buy	18,992 +558	+3%	+$249K	1.84%	7
2023 Q3	$8.17M	Buy	18,434 +455	+3%	+$202K	1.71%	7
2023 Q2	$7.97M	Hold	17,979	–	–	1.68%	7
2023 Q1	$7.36M	Buy	17,979 +17,844	+13,218%	+$7.12M	1.61%	7
2022 Q4	$4.7K	Sell	135 -24,212	-99%	-$9.31M	﹤0.01%	175
2022 Q3	$8.7M	Hold	24,347	–	–	2.17%	6
2022 Q2	$9.19M	Buy	24,347 +1,553	+7%	+$636K	2.07%	6
2022 Q1	$10.3M	Hold	22,794	–	–	2.04%	7
2021 Q4	$10.6M	Sell	22,794 -1,708	-7%	-$784K	2.04%	7
2021 Q3	$10.5M	Sell	24,502 -241	-1%	-$106K	2.08%	6
2021 Q2	$10.6M	Buy	24,743 +311	+1%	+$130K	2.09%	6
2021 Q1	$9.68M	Sell	24,432 -34	-0.1%	-$13.1K	2.91%	4
2020 Q4	$9.15M	Buy	24,466 +22,401	+1,085%	+$7.95M	2.91%	3
2020 Q3	$691K	Sell	2,065 -274	-12%	-$90.8K	0.27%	16
2020 Q2	$721K	Sell	2,339 -679	-22%	-$199K	0.28%	16
2020 Q1	$777K	Hold	3,018	–	–	0.33%	15
2019 Q4	$971K	Buy	+3,018	New	+$929K	0.89%	12

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

TFO Wealth Partners's SPY Position: Q2 2026 in Review

TFO Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, buying an estimated $429K and bringing the position to 20,362 shares worth $15.2M. The position accounts for 1.65% of the portfolio, ranked #9.

TFO Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

TFO Wealth Partners held 20,362 shares of State Street SPDR S&P 500 ETF Trust worth $15.2M as of Q2 2026.
TFO Wealth Partners bought 592 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $429K.
State Street SPDR S&P 500 ETF Trust made up 1.65% of TFO Wealth Partners's portfolio in Q2 2026, its #9 holding.
TFO Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.