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

Wealth Management Partners’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	$3.85M	Buy	5,162 +9	+0.2%	+$6.53K	0.91%	30
2026 Q1	$3.35M	Sell	5,153 -142	-3%	-$96.5K	0.96%	24
2025 Q4	$3.61M	Buy	5,295 +275	+5%	+$186K	1.03%	23
2025 Q3	$3.34M	Buy	5,020 +1	+0%	+$641	1.06%	21
2025 Q2	$3.12M	Buy	5,019 +21	+0.4%	+$12K	1.1%	17
2025 Q1	$2.8M	Sell	4,998 -64	-1%	-$37.6K	1.3%	21
2024 Q4	$2.97M	Buy	5,062 +39	+0.8%	+$23K	1.28%	19
2024 Q3	$2.88M	Sell	5,023 -466	-8%	-$258K	1.34%	20
2024 Q2	$2.99M	Buy	5,489 +2	+0%	+$1.05K	1.45%	15
2024 Q1	$2.87M	Sell	5,487 -115	-2%	-$57.3K	1.46%	17
2023 Q4	$2.66M	Buy	5,602 +39	+0.7%	+$17.4K	1.49%	18
2023 Q3	$2.38M	Sell	5,563 -111	-2%	-$49.4K	1.48%	18
2023 Q2	$2.52M	Buy	5,674 +111	+2%	+$46.6K	1.58%	17
2023 Q1	$2.28M	Sell	5,563 -437	-7%	-$174K	1.59%	16
2022 Q4	$2.23M	Hold	6,000	–	–	1.86%	14
2022 Q3	$2.07M	Sell	6,000 -1,000	-14%	-$397K	1.82%	16
2022 Q2	$2.4M	Buy	7,000 +1,000	+17%	+$410K	2.1%	13
2022 Q1	$2.68M	Hold	6,000	–	–	1.91%	14
2021 Q4	$2.88M	Buy	6,000 +59	+1%	+$27.1K	1.97%	14
2021 Q3	$2.55M	Sell	5,941 -147	-2%	-$64.8K	1.89%	13
2021 Q2	$2.61M	Sell	6,088 -144	-2%	-$60.1K	1.81%	13
2021 Q1	$2.53M	Sell	6,232 -787	-11%	-$304K	1.89%	12
2020 Q4	$2.69M	Buy	+7,019	New	+$2.49M	2.11%	11

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 Management Partners's SPY Position: Q2 2026 in Review

Wealth Management Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q2 2026, buying an estimated $6.53K and bringing the position to 5,162 shares worth $3.85M. The position accounts for 0.91% of the portfolio, ranked #30.

Wealth Management Partners first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealth Management Partners held 5,162 shares of State Street SPDR S&P 500 ETF Trust worth $3.85M as of Q2 2026.
Wealth Management Partners bought 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 0.91% of Wealth Management Partners's portfolio in Q2 2026, its #30 holding.
Wealth Management Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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