A4 Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

A4 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	$462K	Buy	+619	New	+$449K	0.31%	47

Other funds holding SPY

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

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

A4 Wealth Advisors's SPY Position: Q2 2026 in Review

A4 Wealth Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 619 shares worth $462K. The stake represents 0.31% of the portfolio and ranks #47 among its holdings.

3,028 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

A4 Wealth Advisors held 619 shares of State Street SPDR S&P 500 ETF Trust worth $462K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new A4 Wealth Advisors position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.31% of A4 Wealth Advisors's portfolio in Q2 2026, its #47 holding.
3,028 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.