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

Winnow Wealth’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	$204K	Buy	+274	New	+$199K	0.14%	136
2026 Q1	–	Sell	-262	Closed	-$179K	–	487
2025 Q4	$179K	Sell	262 -463	-64%	-$313K	0.13%	105
2025 Q3	$484K	Buy	725 +575	+383%	+$369K	0.38%	71
2025 Q2	$92.7K	Sell	150 -573	-79%	-$328K	0.07%	68
2025 Q1	$404K	Buy	723 +259	+56%	+$152K	0.37%	71
2024 Q4	$272K	Buy	+464	New	+$273K	0.27%	85

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

Winnow Wealth's SPY Position: Q2 2026 in Review

Winnow Wealth opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 274 shares worth $204K. The stake represents 0.14% of the portfolio and ranks #136 among its holdings. This is a return to the name: Winnow Wealth previously reported a position in SPY as recently as Q4 2025.

Winnow Wealth first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $484K in Q3 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Winnow Wealth held 274 shares of State Street SPDR S&P 500 ETF Trust worth $204K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Winnow Wealth position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Winnow Wealth's portfolio in Q2 2026, its #136 holding.
Winnow Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $484K in Q3 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.