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

Wealth Dimensions 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 		$13.5M Sell
18,037
-110
-0.6% -$79.8K 2.41% 13
2026
Q1 		$11.8M Sell
18,147
-1
-0% -$680 2.32% 13
2025
Q4 		$12.4M Sell
18,148
-398
-2% -$269K 2.46% 13
2025
Q3 		$12.4M Sell
18,546
-293
-2% -$188K 2.54% 13
2025
Q2 		$11.6M Buy
18,839
+171
+0.9% +$97.8K 2.57% 13
2025
Q1 		$10.4M Sell
18,668
-8
-0% -$4.7K 2.49% 13
2024
Q4 		$10.9M Sell
18,676
-81
-0.4% -$47.7K 2.68% 11
2024
Q3 		$10.8M Sell
18,757
-243
-1% -$134K 2.73% 11
2024
Q2 		$10.3M Sell
19,000
-56
-0.3% -$29.3K 2.95% 10
2024
Q1 		$9.97M Sell
19,056
-172
-0.9% -$85.6K 2.94% 10
2023
Q4 		$9.14M Sell
19,228
-78
-0.4% -$34.7K 2.89% 10
2023
Q3 		$8.25M Sell
19,306
-388
-2% -$173K 2.99% 10
2023
Q2 		$8.73M Buy
19,694
+14
+0.1% +$5.88K 3.18% 10
2023
Q1 		$8.06M Buy
19,680
+1,311
+7% +$523K 3.12% 10
2022
Q4 		$7.02M Buy
18,369
+8,313
+83% +$3.2M 2.87% 9
2022
Q3 		$3.59M Sell
10,056
-103
-1% -$40.9K 1.78% 12
2022
Q2 		$3.83M Sell
10,159
-4
-0% -$1.64K 1.82% 12
2022
Q1 		$4.59M Sell
10,163
-276
-3% -$123K 2.13% 11
2021
Q4 		$4.96M Sell
10,439
-630
-6% -$289K 2.43% 10
2021
Q3 		$4.75M Buy
11,069
+830
+8% +$366K 3.04% 8
2021
Q2 		$4.38M Sell
10,239
-59
-0.6% -$24.6K 2.97% 8
2021
Q1 		$4.08M Buy
10,298
+552
+6% +$213K 3.17% 7
2020
Q4 		$3.64M Buy
+9,746
New +$3.46M 3.15% 7

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Dimensions Group's SPY Position: Q2 2026 in Review

Wealth Dimensions Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.61% in Q2 2026, selling an estimated $79.8K and leaving 18,037 shares worth $13.5M. The position accounts for 2.41% of the portfolio, ranked #13.

Wealth Dimensions Group first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Wealth Dimensions Group held 18,037 shares of State Street SPDR S&P 500 ETF Trust worth $13.5M as of Q2 2026.
  • Wealth Dimensions Group sold 110 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $79.8K.
  • State Street SPDR S&P 500 ETF Trust made up 2.41% of Wealth Dimensions Group's portfolio in Q2 2026, its #13 holding.
  • Wealth Dimensions Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.