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White Knight Strategic Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

White Knight Strategic Wealth 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 		$1.74M Buy
2,335
+638
+38% +$463K 1.22% 20
2026
Q1 		$1.1M Sell
1,697
-130
-7% -$88.4K 0.93% 24
2025
Q4 		$1.25M Sell
1,827
-161
-8% -$109K 0.91% 25
2025
Q3 		$1.32M Sell
1,988
-438
-18% -$281K 1.04% 22
2025
Q2 		$1.5M Sell
2,426
-266
-10% -$152K 1.28% 22
2025
Q1 		$1.51M Sell
2,692
-3,842
-59% -$2.26M 1.39% 21
2024
Q4 		$3.83M Buy
6,534
+3,654
+127% +$2.15M 1.6% 15
2024
Q3 		$1.65M Sell
2,880
-236
-8% -$130K 1.5% 18
2024
Q2 		$1.7M Sell
3,116
-223
-7% -$117K 1.69% 17
2024
Q1 		$1.75M Sell
3,339
-266
-7% -$132K 1.81% 15
2023
Q4 		$1.71M Buy
3,605
+107
+3% +$47.7K 1.97% 14
2023
Q3 		$1.5M Sell
3,498
-1,685
-33% -$749K 1.98% 13
2023
Q2 		$2.3M Sell
5,183
-143
-3% -$60K 2.69% 10
2023
Q1 		$2.18M Sell
5,326
-702
-12% -$280K 2.74% 10
2022
Q4 		$2.31M Buy
6,028
+1,154
+24% +$444K 3.16% 5
2022
Q3 		$1.74M Sell
4,874
-414
-8% -$164K 2.49% 9
2022
Q2 		$2M Buy
5,288
+501
+10% +$205K 2.76% 9
2022
Q1 		$2.16M Buy
4,787
+3,206
+203% +$1.43M 2.34% 11
2021
Q4 		$751K Buy
+1,581
New +$726K 0.79% 33

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

White Knight Strategic Wealth Advisors's SPY Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 38% in Q2 2026, buying an estimated $463K and bringing the position to 2,335 shares worth $1.74M. The position accounts for 1.22% of the portfolio, ranked #20.

White Knight Strategic Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.83M in Q4 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 2,335 shares of State Street SPDR S&P 500 ETF Trust worth $1.74M as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 638 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $463K.
  • State Street SPDR S&P 500 ETF Trust made up 1.22% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • White Knight Strategic Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.83M in Q4 2024.
  • 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.