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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
1,457
+28
+2% +$20.3K 0.34% 55
2026
Q1
$930K Sell
1,429
-34
-2% -$23.1K 0.37% 58
2025
Q4
$998K Buy
1,463
+28
+2% +$18.9K 0.36% 49
2025
Q3
$956K Buy
1,435
+18
+1% +$11.5K 0.37% 58
2025
Q2
$876K Buy
1,417
+31
+2% +$17.7K 0.42% 58
2025
Q1
$775K Sell
1,386
-488
-26% -$287K 0.44% 55
2024
Q4
$1.1M Buy
1,874
+141
+8% +$83.1K 0.52% 38
2024
Q3
$995K Sell
1,733
-95
-5% -$52.5K 0.52% 43
2024
Q2
$995K Sell
1,828
-33
-2% -$17.3K 0.56% 35
2024
Q1
$973K Buy
1,861
+18
+1% +$8.96K 0.54% 38
2023
Q4
$876K Buy
1,843
+72
+4% +$32.1K 0.53% 41
2023
Q3
$757K Sell
1,771
-101
-5% -$44.9K 0.65% 34
2023
Q2
$830K Buy
1,872
+559
+43% +$235K 0.57% 34
2023
Q1
$537K Sell
1,313
-49
-4% -$19.6K 0.46% 53
2022
Q4
$521K Buy
1,362
+6
+0.4% +$2.31K 0.43% 52
2022
Q3
$484K Sell
1,356
-27
-2% -$10.7K 0.51% 48
2022
Q2
$522K Buy
+1,383
New +$567K 0.41% 52
2021
Q3
$595K Buy
12,113
+10,517
+659% +$4.64M 0.4% 55
2021
Q2
$685K Buy
+1,596
New +$666K 0.42% 56
2020
Q4
$662K Sell
1,770
-1,225
-41% -$435K 0.55% 45
2020
Q3
$924K Hold
2,995
0.85% 35
2020
Q2
$924K Buy
2,995
+69
+2% +$20.2K 0.85% 35
2020
Q1
$737K Sell
2,926
-365,639
-99% -$112M 0.68% 37
2019
Q4
$704K Buy
+368,565
New +$113M 0.61% 38

Other funds holding SPY

Wealth Quarterback's SPY Position: Q2 2026 in Review

Wealth Quarterback increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, buying an estimated $20.3K and bringing the position to 1,457 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #55.

Wealth Quarterback first reported a position in SPY in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.1M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Wealth Quarterback held 1,457 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q2 2026.
  • Wealth Quarterback bought 28 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $20.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.34% of Wealth Quarterback's portfolio in Q2 2026, its #55 holding.
  • Wealth Quarterback first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's State Street SPDR S&P 500 ETF Trust position peaked at $1.1M in Q4 2024.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.