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

Traveka Wealth’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 		$895K Sell
1,199
-19
-2% -$13.8K 0.3% 70
2026
Q1 		$792K Buy
1,218
+36
+3% +$24.5K 0.3% 65
2025
Q4 		$806K Buy
1,182
+1
+0.1% +$676 0.33% 61
2025
Q3 		$787K Buy
1,181
+150
+15% +$96.2K 0.35% 53
2025
Q2 		$637K Hold
1,031
– – 0.34% 51
2025
Q1 		$577K Sell
1,031
-41
-4% -$24.1K 0.32% 55
2024
Q4 		$628K Hold
1,072
– – 0.35% 57
2024
Q3 		$615K Buy
1,072
+19
+2% +$10.5K 0.31% 53
2024
Q2 		$573K Sell
1,053
-137
-12% -$71.7K 0.28% 50
2024
Q1 		$622K Buy
1,190
+212
+22% +$106K 0.29% 47
2023
Q4 		$465K Buy
+978
New +$436K 0.23% 64

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Traveka Wealth's SPY Position: Q2 2026 in Review

Traveka Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, selling an estimated $13.8K and leaving 1,199 shares worth $895K. The position accounts for 0.3% of the portfolio, ranked #70.

Traveka Wealth first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,553 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Traveka Wealth held 1,199 shares of State Street SPDR S&P 500 ETF Trust worth $895K as of Q2 2026.
  • Traveka Wealth sold 19 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.3% of Traveka Wealth's portfolio in Q2 2026, its #70 holding.
  • Traveka Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.