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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
2022
Q4 		– Sell
-6,500
Closed -$291K – 85
2022
Q3 		$291K Buy
+6,500
New +$2.58M 0.12% 61
2021
Q2 		– Sell
-200
Closed -$1K – 127
2021
Q1 		$1K Buy
+200
New +$77.1K ﹤0.01% 106

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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.