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

Yarger Wealth Strategies’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	$1.83M	Buy	2,419 +200	+9%	+$145K	0.66%	40
2026 Q1	$1.44M	Buy	2,219 +5	+0.2%	+$3.4K	0.58%	38
2025 Q4	$1.51M	Buy	2,214 +6	+0.3%	+$4.05K	0.65%	33
2025 Q3	$1.47M	Buy	2,208 +1	+0%	+$641	0.67%	35
2025 Q2	$1.36M	Buy	2,207 +98	+5%	+$56K	0.71%	34
2025 Q1	$1.18M	Buy	2,109 +55	+3%	+$32.3K	0.69%	32
2024 Q4	$1.2M	Buy	2,054 +5	+0.2%	+$2.95K	0.69%	32
2024 Q3	$1.18M	Buy	2,049 +6	+0.3%	+$3.32K	0.65%	34
2024 Q2	$1.11M	Sell	2,043 -63	-3%	-$33K	0.67%	35
2024 Q1	$1.1M	Buy	2,106 +7	+0.3%	+$3.48K	0.75%	33
2023 Q4	$997K	Buy	2,099 +8	+0.4%	+$3.56K	0.8%	26
2023 Q3	$894K	Sell	2,091 -209	-9%	-$93K	0.76%	26
2023 Q2	$1.02M	Buy	2,300 +404	+21%	+$170K	0.92%	25
2023 Q1	$776K	Sell	1,896 -254	-12%	-$101K	0.85%	26
2022 Q4	$822K	Buy	2,150 +8	+0.4%	+$3.08K	1.02%	22
2022 Q3	$765K	Buy	2,142 +7	+0.3%	+$2.78K	1.01%	23
2022 Q2	$830K	Buy	2,135 +6	+0.3%	+$2.46K	1.07%	20
2022 Q1	$962K	Sell	2,129 -53	-2%	-$23.6K	1.25%	18
2021 Q4	$1.04M	Buy	+2,182	New	+$1M	1.12%	19

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

Yarger Wealth Strategies's SPY Position: Q2 2026 in Review

Yarger Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9% in Q2 2026, buying an estimated $145K and bringing the position to 2,419 shares worth $1.83M. The position accounts for 0.66% of the portfolio, ranked #40.

Yarger Wealth Strategies first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Yarger Wealth Strategies held 2,419 shares of State Street SPDR S&P 500 ETF Trust worth $1.83M as of Q2 2026.
Yarger Wealth Strategies bought 200 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $145K.
State Street SPDR S&P 500 ETF Trust made up 0.66% of Yarger Wealth Strategies's portfolio in Q2 2026, its #40 holding.
Yarger Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.