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

180 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	$724K	Sell	970 -119	-11%	-$86.3K	0.07%	242
2026 Q1	$708K	Buy	1,089 +56	+5%	+$38.1K	0.08%	236
2025 Q4	$704K	Buy	1,033 +50	+5%	+$33.8K	0.08%	227
2025 Q3	$655K	Sell	983 -10	-1%	-$6.41K	0.08%	226
2025 Q2	$614K	Buy	993 +51	+5%	+$29.2K	0.09%	217
2025 Q1	$527K	Sell	942 -9	-0.9%	-$5.29K	0.08%	223
2024 Q4	$557K	Hold	951	–	–	0.09%	207
2024 Q3	$546K	Hold	951	–	–	0.09%	211
2024 Q2	$529K	Sell	951 -1	-0.1%	-$523	0.09%	209
2024 Q1	$498K	Sell	952 -25	-3%	-$12.4K	0.09%	208
2023 Q4	$462K	Buy	977 +345	+55%	+$154K	0.09%	209
2023 Q3	$270K	Hold	632	–	–	0.06%	276
2023 Q2	$281K	Sell	632 -26	-4%	-$10.9K	0.06%	271
2023 Q1	$269K	Sell	658 -8	-1%	-$3.19K	0.06%	284
2022 Q4	$270K	Hold	666	–	–	0.06%	287
2022 Q3	$238K	Hold	666	–	–	0.07%	290
2022 Q2	$254K	Sell	666 -10	-1%	-$4.1K	0.06%	297
2022 Q1	$301K	Buy	676 +60	+10%	+$26.7K	0.07%	279
2021 Q4	$270K	Sell	616 -1	-0.2%	-$459	0.06%	290
2021 Q3	$275K	Hold	617	–	–	0.06%	296
2021 Q2	$273K	Hold	617	–	–	0.06%	292
2021 Q1	$256K	Sell	617 -3	-0.5%	-$1.16K	0.06%	293
2020 Q4	$235K	Sell	620 -14	-2%	-$4.97K	0.07%	272
2020 Q3	$218K	Sell	634 -81	-11%	-$26.8K	0.08%	239
2020 Q2	$230K	Buy	+715	New	+$209K	0.09%	213
2020 Q1	–	Sell	-731	Closed	-$240K	–	261
2019 Q4	$240K	Hold	731	–	–	0.1%	230
2019 Q3	$217K	Hold	731	–	–	0.1%	232
2019 Q2	$215K	Sell	731 -5	-0.7%	-$1.44K	0.1%	227
2019 Q1	$212K	Buy	+736	New	+$200K	0.1%	233

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

180 Wealth Advisors's SPY Position: Q2 2026 in Review

180 Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $86.3K and leaving 970 shares worth $724K. The position accounts for 0.07% of the portfolio, ranked #242.

180 Wealth Advisors first reported a position in SPY in Q1 2019 and has held it in 29 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

180 Wealth Advisors held 970 shares of State Street SPDR S&P 500 ETF Trust worth $724K as of Q2 2026.
180 Wealth Advisors sold 119 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $86.3K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of 180 Wealth Advisors's portfolio in Q2 2026, its #242 holding.
180 Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 29 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.