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Bellars Harris Wealth Management, LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bellars Harris Wealth Management, LLC’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 		$311K Buy
+417
New +$302K 0.06% 83

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's SPY Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 417 shares worth $311K. The stake represents 0.06% of the portfolio and ranks #83 among its holdings.

3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 417 shares of State Street SPDR S&P 500 ETF Trust worth $311K as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.06% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #83 holding.
  • 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.