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Position history for FWFocus Partners Wealth's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Focus Partners Wealth holds 2.4M shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $1.6B as of 2026-Q2. The position was decreased (-3.0% shares). SPY represents 1.7% of Focus Partners Wealth's portfolio.

Current Value

$1.6B

Current Shares

2.4M

Total Value Change

+$1.3B

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.4M
-3.0%
$1.6B1.7%$746.77
0
2026-Q1
Decreased
2.4M
-14.9%
$1.5B1.6%$680.33
0
2025-Q4
Increased
2.9M
+15.9%
$1.6B1.8%$687.01
58
2025-Q3
Increased
2.5M
+120.1%
$1.4B2.3%$661.72
88
2025-Q2
Increased
1.1M
+32.9%
$691.5M1.5%$611.40
64
2025-Q1
Decreased
841,691
-51.6%
$471M1.2%$550.86
0
2024-Q4
Increased
1.7M
+199.9%
$1B1.3%$581.39
81
2024-Q3
Decreased
579,787
-16.4%
$331.6M1.1%$562.94
0

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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