Twelve Points Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Twelve Points Wealth Management's SPY Position: Q2 2026 in Review
Twelve Points Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 60% in Q2 2026, selling an estimated $306K and leaving 278 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #198.
Twelve Points Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $455K in Q1 2026. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Twelve Points Wealth Management held 278 shares of State Street SPDR S&P 500 ETF Trust worth $208K as of Q2 2026.
- Twelve Points Wealth Management sold 422 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $306K.
- State Street SPDR S&P 500 ETF Trust made up 0.04% of Twelve Points Wealth Management's portfolio in Q2 2026, its #198 holding.
- Twelve Points Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
- Twelve Points Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $455K in Q1 2026.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.