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

Amplius 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 		$10.2M Buy
13,662
+3,358
+33% +$2.43M 0.75% 28
2026
Q1 		$6.7M Sell
10,304
-8
-0.1% -$5.44K 0.56% 29
2025
Q4 		$7.03M Buy
10,312
+172
+2% +$116K 0.59% 29
2025
Q3 		$6.76M Sell
10,140
-1,350
-12% -$865K 0.58% 30
2025
Q2 		$7.1M Buy
11,490
+240
+2% +$137K 0.66% 31
2025
Q1 		$6.29M Hold
11,250
– – 0.65% 31
2024
Q4 		$6.59M Buy
11,250
+43
+0.4% +$25.3K 0.68% 31
2024
Q3 		$6.43M Sell
11,207
-20
-0.2% -$11.1K 0.7% 31
2024
Q2 		$6.11M Sell
11,227
-55
-0.5% -$28.8K 0.68% 32
2024
Q1 		$5.9M Sell
11,282
-889
-7% -$443K 0.66% 31
2023
Q4 		$5.78M Buy
12,171
+605
+5% +$270K 0.7% 34
2023
Q3 		$4.94M Sell
11,566
-173
-1% -$76.9K 0.66% 33
2023
Q2 		$5.2M Sell
11,739
-624
-5% -$262K 0.7% 29
2023
Q1 		$5.06M Buy
12,363
+383
+3% +$153K 0.73% 27
2022
Q4 		$4.58M Buy
11,980
+104
+0.9% +$40K 0.73% 28
2022
Q3 		$4.24M Buy
11,876
+800
+7% +$318K 0.76% 28
2022
Q2 		$4.18M Buy
11,076
+513
+5% +$210K 0.68% 31
2022
Q1 		$4.77M Buy
10,563
+1
+0% +$445 0.73% 31
2021
Q4 		$5.02M Buy
+10,562
New +$4.85M 0.69% 32

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Amplius Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 33% in Q2 2026, buying an estimated $2.43M and bringing the position to 13,662 shares worth $10.2M. The position accounts for 0.75% of the portfolio, ranked #28.

Amplius Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Amplius Wealth Advisors held 13,662 shares of State Street SPDR S&P 500 ETF Trust worth $10.2M as of Q2 2026.
  • Amplius Wealth Advisors bought 3,358 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.43M.
  • State Street SPDR S&P 500 ETF Trust made up 0.75% of Amplius Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Amplius Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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