Upper Left Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Upper Left Wealth Management’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	$2.37M	Buy	3,178 +189	+6%	+$137K	1.32%	28
2026 Q1	$1.94M	Buy	2,989 +296	+11%	+$201K	1.15%	28
2025 Q4	$1.84M	Sell	2,693 -37	-1%	-$25K	1.12%	28
2025 Q3	$1.82M	Sell	2,730 -72	-3%	-$46.2K	1.14%	29
2025 Q2	$1.73M	Buy	2,802 +665	+31%	+$380K	1.15%	29
2025 Q1	$1.2M	Sell	2,137 -322	-13%	-$189K	0.86%	31
2024 Q4	$1.44M	Sell	2,459 -21	-0.8%	-$12.4K	1.23%	27
2024 Q3	$1.4M	Sell	2,480 -65	-3%	-$35.9K	1.22%	27
2024 Q2	$1.39M	Buy	2,545 +11	+0.4%	+$5.76K	1.25%	25
2024 Q1	$1.33M	Sell	2,534 -179	-7%	-$89.1K	1.23%	24
2023 Q4	$1.29M	Sell	2,713 -267	-9%	-$119K	1.26%	26
2023 Q3	$1.27M	Sell	2,980 -3,508	-54%	-$1.56M	1.33%	23
2023 Q2	$2.88M	Sell	6,488 -135	-2%	-$56.7K	3.2%	13
2023 Q1	$2.71M	Sell	6,623 -125	-2%	-$49.9K	3.08%	14
2022 Q4	$2.58M	Sell	6,748 -42,836	-86%	-$16.5M	3.05%	13
2022 Q3	$2.13M	Buy	49,584 +840	+2%	+$334K	2.77%	16
2022 Q2	$2.16M	Sell	48,744 -4,396	-8%	-$1.8M	2.5%	15
2022 Q1	$2.83M	Buy	53,140 +44,180	+493%	+$19.7M	2.93%	15
2021 Q4	$4.27M	Buy	+8,960	New	+$4.11M	4.26%	9

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Upper Left Wealth Management's SPY Position: Q2 2026 in Review

Upper Left Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q2 2026, buying an estimated $137K and bringing the position to 3,178 shares worth $2.37M. The position accounts for 1.32% of the portfolio, ranked #28.

Upper Left Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.27M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Upper Left Wealth Management held 3,178 shares of State Street SPDR S&P 500 ETF Trust worth $2.37M as of Q2 2026.
Upper Left Wealth Management bought 189 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $137K.
State Street SPDR S&P 500 ETF Trust made up 1.32% of Upper Left Wealth Management's portfolio in Q2 2026, its #28 holding.
Upper Left Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Upper Left Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.27M in Q4 2021.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.