Vision Retirement’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.56M Buy
8,790
+47
+0.5% +$34.1K 1.59% 15
2026
Q1
$5.69M Sell
8,743
-194
-2% -$132K 1.62% 13
2025
Q4
$6.09M Buy
+8,937
New +$6.04M 1.63% 13

Other funds holding SPY

Vision Retirement's SPY Position: Q2 2026 in Review

Vision Retirement increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.54% in Q2 2026, buying an estimated $34.1K and bringing the position to 8,790 shares worth $6.56M. The position accounts for 1.59% of the portfolio, ranked #15.

Vision Retirement first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,473 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Vision Retirement held 8,790 shares of State Street SPDR S&P 500 ETF Trust worth $6.56M as of Q2 2026.
  • Vision Retirement bought 47 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $34.1K.
  • State Street SPDR S&P 500 ETF Trust made up 1.59% of Vision Retirement's portfolio in Q2 2026, its #15 holding.
  • Vision Retirement first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 4,473 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.