Wealthspan Partners’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
2025
Q4
Hold
0
-$1.33M 128
2025
Q3
Hold
0
38

Other funds holding SPY

Wealthspan Partners's SPY Position: Q2 2026 in Review

Wealthspan Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.18% in Q2 2026, selling an estimated $2.9K and leaving 2,180 shares worth $1.63M. The position accounts for 0.51% of the portfolio, ranked #39.

Wealthspan Partners first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Wealthspan Partners held 2,180 shares of State Street SPDR S&P 500 ETF Trust worth $1.63M as of Q2 2026.
  • Wealthspan Partners sold 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.51% of Wealthspan Partners's portfolio in Q2 2026, its #39 holding.
  • Wealthspan Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 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 Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.