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

True Wealth Design’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	$65K	Sell	87 -15	-15%	-$10.9K	0.02%	398
2026 Q1	$66.3K	Buy	102 +8	+9%	+$5.44K	0.02%	320
2025 Q4	$64.1K	Hold	94	–	–	0.02%	271
2025 Q3	$62.6K	Hold	94	–	–	0.02%	271
2025 Q2	$58.1K	Hold	94	–	–	0.02%	185
2025 Q1	$52.6K	Sell	94 -7	-7%	-$4.11K	0.02%	177
2024 Q4	$59.2K	Sell	101 -63	-38%	-$37.1K	0.02%	138
2024 Q3	$94.1K	Hold	164	–	–	0.04%	64
2024 Q2	$89.3K	Hold	164	–	–	0.02%	141
2024 Q1	$85.8K	Sell	164 -63	-28%	-$31.4K	0.02%	144
2023 Q4	$108K	Hold	227	–	–	0.03%	132
2023 Q3	$97K	Hold	227	–	–	0.03%	131
2023 Q2	$101K	Sell	227 -76	-25%	-$31.9K	0.04%	127
2023 Q1	$124K	Sell	303 -14	-4%	-$5.59K	0.05%	130
2022 Q4	$121K	Buy	+317	New	+$122K	0.06%	120

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

True Wealth Design's SPY Position: Q2 2026 in Review

True Wealth Design reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, selling an estimated $10.9K and leaving 87 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #398.

True Wealth Design first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $124K in Q1 2023. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

True Wealth Design held 87 shares of State Street SPDR S&P 500 ETF Trust worth $65K as of Q2 2026.
True Wealth Design sold 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
State Street SPDR S&P 500 ETF Trust made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #398 holding.
True Wealth Design first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's State Street SPDR S&P 500 ETF Trust position peaked at $124K in Q1 2023.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.