AGH Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
AGH Wealth Advisors's SPY Position: Q2 2026 in Review
AGH Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q2 2026, buying an estimated $431K and bringing the position to 21,937 shares worth $16.4M. The position accounts for 10.34% of the portfolio, ranked #1.
AGH Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- AGH Wealth Advisors held 21,937 shares of State Street SPDR S&P 500 ETF Trust worth $16.4M as of Q2 2026.
- AGH Wealth Advisors bought 594 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $431K.
- State Street SPDR S&P 500 ETF Trust made up 10.34% of AGH Wealth Advisors's portfolio in Q2 2026, its #1 holding.
- AGH Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 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 AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.