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

Vance Wealth’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	$540K	Sell	721 -14	-2%	-$10.2K	0.12%	77
2026 Q1	$480K	Hold	735	–	–	0.14%	75
2025 Q4	$503K	Hold	735	–	–	0.15%	68
2025 Q3	$491K	Buy	735 +4	+0.5%	+$2.56K	0.15%	69
2025 Q2	$452K	Sell	731 -58	-7%	-$33.2K	0.15%	72
2025 Q1	$441K	Sell	789 -19	-2%	-$11.2K	0.17%	67
2024 Q4	$474K	Sell	808 -887	-52%	-$523K	0.18%	60
2024 Q3	$972K	Buy	1,695 +75	+5%	+$41.5K	0.37%	41
2024 Q2	$882K	Sell	1,620 -220	-12%	-$115K	0.36%	40
2024 Q1	$962K	Buy	1,840 +253	+16%	+$126K	0.38%	41
2023 Q4	$755K	Buy	1,587 +69	+5%	+$30.7K	0.33%	41
2023 Q3	$649K	Buy	1,518 +329	+28%	+$146K	0.3%	42
2023 Q2	$527K	Buy	1,189 +329	+38%	+$138K	0.24%	44
2023 Q1	$353K	Sell	860 -48	-5%	-$19.2K	0.19%	55
2022 Q4	$347K	Buy	+908	New	+$349K	0.22%	52

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

Vance Wealth's SPY Position: Q2 2026 in Review

Vance Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q2 2026, selling an estimated $10.2K and leaving 721 shares worth $540K. The position accounts for 0.12% of the portfolio, ranked #77.

Vance Wealth first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $972K in Q3 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vance Wealth held 721 shares of State Street SPDR S&P 500 ETF Trust worth $540K as of Q2 2026.
Vance Wealth sold 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Vance Wealth's portfolio in Q2 2026, its #77 holding.
Vance Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Vance Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $972K in Q3 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.