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

Trinity Legacy 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
2019 Q3	–	Sell	-400	Closed	-$1K	–	73
2019 Q2	$1K	Buy	+400	New	+$115K	﹤0.01%	59

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

Trinity Legacy Partners's SPY Position: Q2 2026 in Review

Trinity Legacy Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.7% in Q2 2026, selling an estimated $12.3K and leaving 2,411 shares worth $1.81M. The position accounts for 0.36% of the portfolio, ranked #66.

Trinity Legacy Partners first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.05M in Q4 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Trinity Legacy Partners held 2,411 shares of State Street SPDR S&P 500 ETF Trust worth $1.81M as of Q2 2026.
Trinity Legacy Partners sold 17 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $12.3K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Trinity Legacy Partners's portfolio in Q2 2026, its #66 holding.
Trinity Legacy Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Trinity Legacy Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.05M in Q4 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.