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

WealthShield 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
2025 Q2	–	Sell	-5,500	Closed	-$3.08M	–	573
2025 Q1	$3.08M	Buy	+5,500	New	+$3.23M	0.39%	72

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

WealthShield Partners's SPY Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 39% in Q2 2026, selling an estimated $2.61M and leaving 5,535 shares worth $4.14M. The position accounts for 0.63% of the portfolio, ranked #47.

WealthShield Partners first reported a position in SPY in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.28M in Q4 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WealthShield Partners held 5,535 shares of State Street SPDR S&P 500 ETF Trust worth $4.14M as of Q2 2026.
WealthShield Partners sold 3,597 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.61M.
State Street SPDR S&P 500 ETF Trust made up 0.63% of WealthShield Partners's portfolio in Q2 2026, its #47 holding.
WealthShield Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 33 quarters since.
WealthShield Partners's State Street SPDR S&P 500 ETF Trust position peaked at $6.28M in Q4 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.