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

VanWeelden 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
2024 Q2	$265K	Buy	+429	New	+$225K	0.23%	18

Other funds holding SPY

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanWeelden Wealth Management's SPY Position: Q2 2024 in Review

VanWeelden Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2024: 429 shares worth $265K. The stake represents 0.23% of the portfolio and ranks #18 among its holdings.

3,752 funds tracked by Wall St. Rank hold SPY as of Q2 2024.

VanWeelden Wealth Management held 429 shares of State Street SPDR S&P 500 ETF Trust worth $265K as of Q2 2024.
State Street SPDR S&P 500 ETF Trust was a new VanWeelden Wealth Management position in Q2 2024.
State Street SPDR S&P 500 ETF Trust made up 0.23% of VanWeelden Wealth Management's portfolio in Q2 2024, its #18 holding.
3,752 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2024.

Based on VanWeelden Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2025.