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

Wealth Management Strategies’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	$425K	Buy	569 +2	+0.4%	+$1.45K	0.17%	28
2026 Q1	$369K	Buy	567 +1	+0.2%	+$680	0.17%	30
2025 Q4	$386K	Buy	566 +2	+0.4%	+$1.35K	0.18%	27
2025 Q3	$376K	Buy	564 +1	+0.2%	+$641	0.19%	27
2025 Q2	$348K	Buy	563 +2	+0.4%	+$1.14K	0.19%	28
2025 Q1	$314K	Buy	561 +2	+0.4%	+$1.18K	0.21%	27
2024 Q4	$328K	Buy	+559	New	+$329K	0.25%	27

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 Strategies's SPY Position: Q2 2026 in Review

Wealth Management Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.35% in Q2 2026, buying an estimated $1.45K and bringing the position to 569 shares worth $425K. The position accounts for 0.17% of the portfolio, ranked #28.

Wealth Management Strategies first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealth Management Strategies held 569 shares of State Street SPDR S&P 500 ETF Trust worth $425K as of Q2 2026.
Wealth Management Strategies bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Wealth Management Strategies's portfolio in Q2 2026, its #28 holding.
Wealth Management Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.