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

WealthSpring 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
2026 Q2	$3.3M	Sell	4,413 -94	-2%	-$68.2K	2.83%	11
2026 Q1	$2.93M	Sell	4,507 -41	-0.9%	-$27.9K	2.69%	11
2025 Q4	$3.1M	Buy	+4,548	New	+$3.07M	3.18%	11
2023 Q3	$5.73M	Sell	13,412 -54	-0.4%	-$24K	4.28%	8
2023 Q2	$5.97M	Buy	13,466 +184	+1%	+$77.2K	4.32%	8
2023 Q1	$5.44M	Sell	13,282 -1,356	-9%	-$541K	4.21%	8
2022 Q4	$5.6M	Buy	14,638 +18	+0.1%	+$6.92K	4.37%	7
2022 Q3	$5.22M	Buy	+14,620	New	+$5.81M	4.61%	6

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

WealthSpring Partners's SPY Position: Q2 2026 in Review

WealthSpring Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $68.2K and leaving 4,413 shares worth $3.3M. The position accounts for 2.83% of the portfolio, ranked #11.

WealthSpring Partners first reported a position in SPY in Q3 2022 and has held it in 8 quarters since. The position peaked at $5.97M in Q2 2023. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WealthSpring Partners held 4,413 shares of State Street SPDR S&P 500 ETF Trust worth $3.3M as of Q2 2026.
WealthSpring Partners sold 94 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $68.2K.
State Street SPDR S&P 500 ETF Trust made up 2.83% of WealthSpring Partners's portfolio in Q2 2026, its #11 holding.
WealthSpring Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.97M in Q2 2023.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.