Third View Private Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.8M Sell
23,886
-466
-2% -$338K 2.19% 11
2026
Q1
$15.8M Buy
24,352
+379
+2% +$258K 2.17% 12
2025
Q4
$16.3M Buy
+23,973
New +$16.2M 2.2% 12

Other funds holding SPY

Third View Private Wealth's SPY Position: Q2 2026 in Review

Third View Private Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q2 2026, selling an estimated $338K and leaving 23,886 shares worth $17.8M. The position accounts for 2.19% of the portfolio, ranked #11.

Third View Private Wealth first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Third View Private Wealth held 23,886 shares of State Street SPDR S&P 500 ETF Trust worth $17.8M as of Q2 2026.
  • Third View Private Wealth sold 466 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $338K.
  • State Street SPDR S&P 500 ETF Trust made up 2.19% of Third View Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Third View Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.