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

Yukon Wealth Management’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	$648K	Buy	867 +318	+58%	+$231K	0.19%	74
2026 Q1	$357K	Hold	549	–	–	0.21%	60
2025 Q4	$376K	Sell	549 -297	-35%	-$201K	0.22%	62
2025 Q3	$563K	Buy	846 +2	+0.2%	+$1.28K	0.18%	74
2025 Q2	$521K	Buy	844 +2	+0.2%	+$1.14K	0.19%	78
2025 Q1	$471K	Buy	+842	New	+$495K	0.2%	81

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

Yukon Wealth Management's SPY Position: Q2 2026 in Review

Yukon Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 58% in Q2 2026, buying an estimated $231K and bringing the position to 867 shares worth $648K. The position accounts for 0.19% of the portfolio, ranked #74.

Yukon Wealth Management first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Yukon Wealth Management held 867 shares of State Street SPDR S&P 500 ETF Trust worth $648K as of Q2 2026.
Yukon Wealth Management bought 318 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $231K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Yukon Wealth Management's portfolio in Q2 2026, its #74 holding.
Yukon Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 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 Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.