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

Wealth Effects’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	$815K	Sell	1,092 -31	-3%	-$22.5K	0.22%	86
2026 Q1	$730K	Buy	1,123 +37	+3%	+$25.2K	0.26%	78
2025 Q4	$741K	Sell	1,086 -56	-5%	-$37.9K	0.23%	77
2025 Q3	$761K	Sell	1,142 -254	-18%	-$163K	0.24%	76
2025 Q2	$863K	Buy	1,396 +127	+10%	+$72.6K	0.32%	61
2025 Q1	$710K	Sell	1,269 -120	-9%	-$70.5K	0.3%	67
2024 Q4	$814K	Sell	1,389 -120	-8%	-$70.7K	0.29%	68
2024 Q3	$866K	Buy	1,509 +70	+5%	+$38.7K	0.3%	68
2024 Q2	$783K	Sell	1,439 -255	-15%	-$133K	0.28%	71
2024 Q1	$886K	Sell	1,694 -369	-18%	-$184K	0.33%	65
2023 Q4	$981K	Buy	2,063 +1,083	+111%	+$482K	0.37%	62
2023 Q3	$419K	Hold	980	–	–	0.21%	106
2023 Q2	$435K	Hold	980	–	–	0.19%	110
2023 Q1	$401K	Hold	980	–	–	0.21%	114
2022 Q4	$375K	Hold	980	–	–	0.21%	110
2022 Q3	$350K	Buy	980 +1	+0.1%	+$397	0.21%	101
2022 Q2	$370K	Sell	979 -51	-5%	-$20.9K	0.22%	102
2022 Q1	$465K	Buy	1,030 +158	+18%	+$70.3K	0.22%	95
2021 Q4	$414K	Buy	+872	New	+$400K	0.17%	116

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

Wealth Effects's SPY Position: Q2 2026 in Review

Wealth Effects reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q2 2026, selling an estimated $22.5K and leaving 1,092 shares worth $815K. The position accounts for 0.22% of the portfolio, ranked #86.

Wealth Effects first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $981K in Q4 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealth Effects held 1,092 shares of State Street SPDR S&P 500 ETF Trust worth $815K as of Q2 2026.
Wealth Effects sold 31 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $22.5K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Wealth Effects's portfolio in Q2 2026, its #86 holding.
Wealth Effects first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Wealth Effects's State Street SPDR S&P 500 ETF Trust position peaked at $981K in Q4 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.