WealthGarden F.S.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WealthGarden F.S.’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	$930K	Buy	1,245 +485	+64%	+$352K	0.53%	56
2026 Q1	$494K	Sell	760 -42	-5%	-$28.6K	0.34%	90
2025 Q4	$556K	Sell	802 -84	-9%	-$56.8K	0.37%	82
2025 Q3	$595K	Hold	886	–	–	0.42%	77
2025 Q2	$560K	Buy	886 +142	+19%	+$81.2K	0.46%	69
2025 Q1	$416K	Buy	744 +73	+11%	+$42.9K	0.4%	82
2024 Q4	$393K	Buy	671 +128	+24%	+$75.4K	0.37%	83
2024 Q3	$312K	Sell	543 -13	-2%	-$7.19K	0.3%	91
2024 Q2	$303K	Buy	+556	New	+$291K	0.32%	88

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

WealthGarden F.S.'s SPY Position: Q2 2026 in Review

WealthGarden F.S. increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 64% in Q2 2026, buying an estimated $352K and bringing the position to 1,245 shares worth $930K. The position accounts for 0.53% of the portfolio, ranked #56.

WealthGarden F.S. first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WealthGarden F.S. held 1,245 shares of State Street SPDR S&P 500 ETF Trust worth $930K as of Q2 2026.
WealthGarden F.S. bought 485 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $352K.
State Street SPDR S&P 500 ETF Trust made up 0.53% of WealthGarden F.S.'s portfolio in Q2 2026, its #56 holding.
WealthGarden F.S. first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.