Wealthstar Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wealthstar Advisors’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	$1.14M	Buy	1,524 +26	+2%	+$18.9K	0.33%	50
2026 Q1	$975K	Buy	1,498 +8	+0.5%	+$5.44K	0.46%	51
2025 Q4	$1.02M	Sell	1,490 -1,049	-41%	-$709K	0.45%	44
2025 Q3	$1.69M	Buy	2,539 +27	+1%	+$17.3K	0.67%	30
2025 Q2	$1.55M	Buy	2,512 +38	+2%	+$21.7K	0.58%	36
2025 Q1	$1.38M	Sell	2,474 -30	-1%	-$17.6K	0.63%	36
2024 Q4	$1.47M	Buy	+2,504	New	+$1.48M	0.64%	33
2024 Q2	$17.4M	Buy	31,947 +29,610	+1,267%	+$15.5M	14.1%	2
2024 Q1	$1.2M	Buy	2,337 +50	+2%	+$24.9K	0.42%	35
2023 Q4	$1.09M	Buy	2,287 +71	+3%	+$31.6K	0.17%	36
2023 Q3	$947K	Buy	2,216 +229	+12%	+$102K	0.36%	29
2023 Q2	$881K	Sell	1,987 -89	-4%	-$37.4K	0.37%	33
2023 Q1	$850K	Sell	2,076 -4	-0.2%	-$1.6K	0.32%	35
2022 Q4	$795K	Buy	2,080 +257	+14%	+$98.8K	0.36%	34
2022 Q3	$655K	Buy	1,823 +111	+6%	+$44.1K	0.31%	38
2022 Q2	$644K	Hold	1,712	–	–	0.25%	51
2022 Q1	$775K	Buy	1,712 +73	+4%	+$32.5K	0.29%	47
2021 Q4	$780K	Sell	1,639 -10,176	-86%	-$4.67M	0.27%	41
2021 Q3	$5.06M	Buy	11,815 +10,277	+668%	+$4.53M	1.53%	12
2021 Q2	$658K	Buy	+1,538	New	+$642K	0.21%	48
2020 Q1	$439K	Buy	1,690 +401	+31%	+$122K	0.31%	27
2019 Q4	$417K	Buy	1,289 +326	+34%	+$100K	0.26%	33
2019 Q3	$287K	Buy	963 +64	+7%	+$18.9K	0.16%	45
2019 Q2	$264K	Hold	899	–	–	0.15%	45
2019 Q1	$255K	Hold	899	–	–	0.16%	46
2018 Q4	$221K	Sell	899 -629	-41%	-$170K	0.17%	45
2018 Q3	$444K	Sell	1,528 -4	-0.3%	-$1.14K	0.26%	32
2018 Q2	$436K	Sell	1,532 -2,293	-60%	-$619K	0.13%	32
2018 Q1	$555K	Buy	+3,825	New	+$1.04M	0.17%	22

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

Wealthstar Advisors's SPY Position: Q2 2026 in Review

Wealthstar Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,524 shares worth $1.14M. The position accounts for 0.33% of the portfolio, ranked #50.

Wealthstar Advisors first reported a position in SPY in Q1 2018 and has held it in 29 quarters since. The position peaked at $17.4M in Q2 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealthstar Advisors held 1,524 shares of State Street SPDR S&P 500 ETF Trust worth $1.14M as of Q2 2026.
Wealthstar Advisors bought 26 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.9K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Wealthstar Advisors's portfolio in Q2 2026, its #50 holding.
Wealthstar Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 29 quarters since.
Wealthstar Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $17.4M in Q2 2024.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.