4Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

4Wealth 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	$376K	Sell	508 -61	-11%	-$44.2K	0.29%	103
2026 Q1	$359K	Buy	569 +48	+9%	+$32.6K	0.31%	102
2025 Q4	$356K	Buy	521 +38	+8%	+$25.7K	0.3%	107
2025 Q3	$322K	Sell	483 -18	-4%	-$11.5K	0.29%	106
2025 Q2	$309K	Sell	501 -32	-6%	-$18.3K	0.31%	101
2025 Q1	$298K	Sell	533 -523	-50%	-$307K	0.32%	105
2024 Q4	$619K	Buy	+1,056	New	+$622K	0.62%	47

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

4Wealth Advisors's SPY Position: Q2 2026 in Review

4Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $44.2K and leaving 508 shares worth $376K. The position accounts for 0.29% of the portfolio, ranked #103.

4Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $619K in Q4 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

4Wealth Advisors held 508 shares of State Street SPDR S&P 500 ETF Trust worth $376K as of Q2 2026.
4Wealth Advisors sold 61 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $44.2K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of 4Wealth Advisors's portfolio in Q2 2026, its #103 holding.
4Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $619K in Q4 2024.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.