Adapt Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Adapt Wealth Advisors's SPY Position: Q2 2026 in Review
Adapt Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, buying an estimated $29K and bringing the position to 440 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #73.
Adapt Wealth Advisors first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Adapt Wealth Advisors held 440 shares of State Street SPDR S&P 500 ETF Trust worth $329K as of Q2 2026.
- Adapt Wealth Advisors bought 40 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $29K.
- State Street SPDR S&P 500 ETF Trust made up 0.11% of Adapt Wealth Advisors's portfolio in Q2 2026, its #73 holding.
- Adapt Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.