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

TrueWealth Financial 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
2026 Q2	$2.28M	Hold	3,059	–	–	0.94%	16
2026 Q1	$1.99M	Buy	+3,059	New	+$2.08M	0.79%	20
2025 Q4	–	Sell	-3,059	Closed	-$2.04M	–	59
2025 Q3	$2.04M	Hold	3,059	–	–	1.04%	17
2025 Q2	$1.89M	Hold	3,059	–	–	1.04%	19
2025 Q1	$1.71M	Hold	3,059	–	–	1.03%	18
2024 Q4	$1.79M	Hold	3,059	–	–	1.11%	15
2024 Q3	$1.76M	Sell	3,059 -8	-0.3%	-$4.42K	1.06%	15
2024 Q2	$1.67M	Buy	3,067 +8	+0.3%	+$4.19K	1.08%	15
2024 Q1	$1.6M	Buy	+3,059	New	+$1.52M	1.12%	13

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

TrueWealth Financial Partners's SPY Position: Q2 2026 in Review

TrueWealth Financial Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 3,059 shares worth $2.28M. The position accounts for 0.94% of the portfolio, ranked #16.

TrueWealth Financial Partners first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

TrueWealth Financial Partners held 3,059 shares of State Street SPDR S&P 500 ETF Trust worth $2.28M as of Q2 2026.
TrueWealth Financial Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.94% of TrueWealth Financial Partners's portfolio in Q2 2026, its #16 holding.
TrueWealth Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.