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

Adamsbrown Wealth Consultants’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	$1.28M	Buy	1,710 +702	+70%	+$509K	0.24%	43
2026 Q1	$655K	Sell	1,008 -234	-19%	-$159K	0.17%	58
2025 Q4	$847K	Buy	1,242 +635	+105%	+$429K	0.24%	45
2025 Q3	$404K	Buy	607 +3	+0.5%	+$1.92K	0.11%	76
2025 Q2	$373K	Sell	604 -190	-24%	-$109K	0.11%	67
2025 Q1	$444K	Sell	794 -43	-5%	-$25.3K	0.14%	55
2024 Q4	$490K	Buy	837 +15	+2%	+$8.84K	0.17%	48
2024 Q3	$472K	Buy	822 +2	+0.2%	+$1.11K	0.16%	46
2024 Q2	$446K	Buy	820 +12	+1%	+$6.28K	0.17%	44
2024 Q1	$423K	Buy	808 +2	+0.2%	+$996	0.17%	46
2023 Q4	$383K	Buy	806 +2	+0.2%	+$891	0.17%	46
2023 Q3	$344K	Buy	804 +2	+0.2%	+$890	0.17%	50
2023 Q2	$356K	Sell	802 -150	-16%	-$63K	0.19%	47
2023 Q1	$390K	Sell	952 -23	-2%	-$9.18K	0.22%	43
2022 Q4	$373K	Sell	975 -513	-34%	-$197K	0.23%	49
2022 Q3	$531K	Buy	1,488 +111	+8%	+$44.1K	0.4%	39
2022 Q2	$519K	Sell	1,377 -135	-9%	-$55.3K	0.41%	39
2022 Q1	$683K	Sell	1,512 -194	-11%	-$86.4K	0.54%	35
2021 Q4	$811K	Buy	+1,706	New	+$783K	0.73%	29

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Adamsbrown Wealth Consultants's SPY Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 70% in Q2 2026, buying an estimated $509K and bringing the position to 1,710 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #43.

Adamsbrown Wealth Consultants first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Adamsbrown Wealth Consultants held 1,710 shares of State Street SPDR S&P 500 ETF Trust worth $1.28M as of Q2 2026.
Adamsbrown Wealth Consultants bought 702 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $509K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #43 holding.
Adamsbrown Wealth Consultants first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.