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

AAF 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 		$1.79M Sell
2,397
-66
-3% -$47.9K 0.66% 14
2026
Q1 		$1.6M Sell
2,463
-22
-0.9% -$15K 0.66% 13
2025
Q4 		$1.69M Buy
2,485
+940
+61% +$635K 0.71% 13
2025
Q3 		$1.03M Sell
1,545
-49
-3% -$31.4K 0.47% 17
2025
Q2 		$985K Buy
1,594
+133
+9% +$76K 0.45% 19
2025
Q1 		$817K Sell
1,461
-100
-6% -$58.8K 0.44% 19
2024
Q4 		$915K Buy
1,561
+478
+44% +$282K 0.46% 18
2024
Q3 		$621K Sell
1,083
-58
-5% -$32.1K 0.31% 25
2024
Q2 		$621K Buy
1,141
+69
+6% +$36.1K 0.32% 23
2024
Q1 		$561K Sell
1,072
-20
-2% -$9.96K 0.32% 26
2023
Q4 		$519K Buy
1,092
+2
+0.2% +$891 0.3% 28
2023
Q3 		$466K Buy
1,090
+2
+0.2% +$890 0.3% 27
2023
Q2 		$482K Buy
1,088
+1
+0.1% +$420 0.3% 28
2023
Q1 		$445K Sell
1,087
-32
-3% -$12.8K 0.29% 28
2022
Q4 		$428K Sell
1,119
-41
-4% -$15.8K 0.3% 24
2022
Q3 		$414K Sell
1,160
-127
-10% -$50.4K 0.33% 20
2022
Q2 		$486K Sell
1,287
-3
-0.2% -$1.23K 0.37% 18
2022
Q1 		$583K Buy
1,290
+173
+15% +$77K 0.38% 17
2021
Q4 		$531K Buy
1,117
+2
+0.2% +$918 0.38% 14
2021
Q3 		$479K Buy
1,115
+1
+0.1% +$441 0.36% 15
2021
Q2 		$477K Buy
1,114
+2
+0.2% +$835 0.37% 14
2021
Q1 		$441K Buy
1,112
+3
+0.3% +$1.16K 0.37% 15
2020
Q4 		$415K Buy
+1,109
New +$393K 0.38% 16

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

AAF Wealth Management's SPY Position: Q2 2026 in Review

AAF Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q2 2026, selling an estimated $47.9K and leaving 2,397 shares worth $1.79M. The position accounts for 0.66% of the portfolio, ranked #14.

AAF Wealth Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • AAF Wealth Management held 2,397 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q2 2026.
  • AAF Wealth Management sold 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.66% of AAF Wealth Management's portfolio in Q2 2026, its #14 holding.
  • AAF Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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