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

21 West 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	$2.29M	Sell	3,069 -14	-0.5%	-$10.2K	1.96%	20
2026 Q1	$2M	Sell	3,083 -37	-1%	-$25.2K	1.86%	20
2025 Q4	$2.13M	Sell	3,120 -8	-0.3%	-$5.41K	1.94%	20
2025 Q3	$2.08M	Sell	3,128 -16	-0.5%	-$10.3K	1.98%	20
2025 Q2	$1.94M	Buy	+3,144	New	+$1.8M	1.96%	19

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

21 West Wealth Management's SPY Position: Q2 2026 in Review

21 West Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.45% in Q2 2026, selling an estimated $10.2K and leaving 3,069 shares worth $2.29M. The position accounts for 1.96% of the portfolio, ranked #20.

21 West Wealth Management first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

21 West Wealth Management held 3,069 shares of State Street SPDR S&P 500 ETF Trust worth $2.29M as of Q2 2026.
21 West Wealth Management sold 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 1.96% of 21 West Wealth Management's portfolio in Q2 2026, its #20 holding.
21 West Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
961 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.