West Wealth Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

West Wealth Group’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	$896K	Buy	1,199 +3	+0.3%	+$2.17K	0.15%	51
2026 Q1	$778K	Buy	1,196 +40	+3%	+$27.2K	0.15%	49
2025 Q4	$788K	Buy	1,156 +155	+15%	+$105K	0.16%	46
2025 Q3	$666K	Buy	1,001 +253	+34%	+$162K	0.15%	50
2025 Q2	$474K	Sell	748 -391	-34%	-$224K	0.12%	60
2025 Q1	$639K	Buy	1,139 +630	+124%	+$370K	0.19%	40
2024 Q4	$299K	Buy	509 +13	+3%	+$7.66K	0.09%	70
2024 Q3	$285K	Buy	496 +2	+0.4%	+$1.11K	0.09%	67
2024 Q2	$269K	Buy	494 +1	+0.2%	+$523	0.1%	66
2024 Q1	$258K	Buy	493 +3	+0.6%	+$1.49K	0.1%	70
2023 Q4	$233K	Buy	490 +4	+0.8%	+$1.78K	0.09%	74
2023 Q3	$208K	Buy	486 +2	+0.4%	+$890	0.09%	69
2023 Q2	$215K	Buy	+484	New	+$203K	0.09%	66
2022 Q2	–	Sell	-478	Closed	-$215K	–	72
2022 Q1	$215K	Buy	478 +11	+2%	+$4.9K	0.09%	59
2021 Q4	$222K	Buy	+467	New	+$214K	0.08%	57

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

West Wealth Group's SPY Position: Q2 2026 in Review

West Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.25% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,199 shares worth $896K. The position accounts for 0.15% of the portfolio, ranked #51.

West Wealth Group first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

West Wealth Group held 1,199 shares of State Street SPDR S&P 500 ETF Trust worth $896K as of Q2 2026.
West Wealth Group bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of West Wealth Group's portfolio in Q2 2026, its #51 holding.
West Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 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 West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.