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

TriaGen Wealth Management’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	$826K	Sell	1,106 -98	-8%	-$71.1K	0.21%	106
2026 Q1	$783K	Sell	1,204 -129	-10%	-$87.7K	0.21%	96
2025 Q4	$909K	Sell	1,333 -22	-2%	-$14.9K	0.24%	89
2025 Q3	$903K	Sell	1,355 -36	-3%	-$23.1K	0.24%	92
2025 Q2	$859K	Hold	1,391	–	–	0.26%	81
2025 Q1	$778K	Buy	1,391 +138	+11%	+$81.1K	0.27%	77
2024 Q4	$734K	Hold	1,253	–	–	0.25%	81
2024 Q3	$719K	Buy	1,253 +94	+8%	+$52K	0.24%	87
2024 Q2	$631K	Hold	1,159	–	–	0.24%	89
2024 Q1	$606K	Sell	1,159 -43	-4%	-$21.4K	0.25%	86
2023 Q4	$571K	Hold	1,202	–	–	0.27%	84
2023 Q3	$514K	Hold	1,202	–	–	0.26%	86
2023 Q2	$533K	Sell	1,202 -100	-8%	-$42K	0.24%	97
2023 Q1	$533K	Sell	1,302 -93	-7%	-$37.1K	0.27%	92
2022 Q4	$533K	Hold	1,395	–	–	0.3%	88
2022 Q3	$498K	Sell	1,395 -485	-26%	-$193K	0.28%	91
2022 Q2	$709K	Hold	1,880	–	–	0.5%	59
2022 Q1	$849K	Sell	1,880 -200	-10%	-$89K	0.44%	64
2021 Q4	$988K	Hold	2,080	–	–	0.49%	68
2021 Q3	$893K	Hold	2,080	–	–	0.49%	71
2021 Q2	$912K	Buy	2,080 +143	+7%	+$59.7K	0.47%	70
2021 Q1	$768K	Sell	1,937 -1,353	-41%	-$522K	0.44%	71
2020 Q4	$1.23M	Buy	+3,290	New	+$1.17M	0.72%	50

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

TriaGen Wealth Management's SPY Position: Q2 2026 in Review

TriaGen Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q2 2026, selling an estimated $71.1K and leaving 1,106 shares worth $826K. The position accounts for 0.21% of the portfolio, ranked #106.

TriaGen Wealth Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.23M in Q4 2020. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

TriaGen Wealth Management held 1,106 shares of State Street SPDR S&P 500 ETF Trust worth $826K as of Q2 2026.
TriaGen Wealth Management sold 98 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $71.1K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of TriaGen Wealth Management's portfolio in Q2 2026, its #106 holding.
TriaGen Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.23M in Q4 2020.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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