Wallace Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wallace Advisory Group’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	$2.79M	Buy	3,739 +139	+4%	+$101K	2.63%	5
2026 Q1	$2.34M	Sell	3,600 -96	-3%	-$65.3K	2.5%	5
2025 Q4	$2.52M	Buy	3,696 +65	+2%	+$43.9K	2.64%	5
2025 Q3	$2.24M	Buy	3,631 +41	+1%	+$26.3K	1.8%	9
2025 Q2	$2.01M	Hold	3,590	–	–	1.46%	10
2025 Q1	$2.1M	Buy	3,590 +21	+0.6%	+$12.3K	1.46%	10
2024 Q4	$2.05M	Sell	3,569 -10	-0.3%	-$5.89K	1.42%	10
2024 Q3	$1.95M	Hold	3,579	–	–	1.43%	13
2024 Q2	$1.95M	Buy	3,579 +77	+2%	+$40.3K	1.4%	13
2024 Q1	$1.66M	Hold	3,502	–	–	1.25%	17
2023 Q4	$1.5M	Sell	3,502 -39	-1%	-$17.4K	1.17%	18
2023 Q3	$1.57M	Buy	3,541 +2,152	+155%	+$957K	1.13%	20
2023 Q2	$569K	Hold	1,389	–	–	0.43%	55
2023 Q1	$569K	Sell	1,389 -54	-4%	-$21.5K	0.43%	55
2022 Q4	$552K	Buy	+1,443	New	+$555K	0.44%	53

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

Wallace Advisory Group's SPY Position: Q2 2026 in Review

Wallace Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q2 2026, buying an estimated $101K and bringing the position to 3,739 shares worth $2.79M. The position accounts for 2.63% of the portfolio, ranked #5.

Wallace Advisory Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wallace Advisory Group held 3,739 shares of State Street SPDR S&P 500 ETF Trust worth $2.79M as of Q2 2026.
Wallace Advisory Group bought 139 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $101K.
State Street SPDR S&P 500 ETF Trust made up 2.63% of Wallace Advisory Group's portfolio in Q2 2026, its #5 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.