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

Approach Retirement 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 		$1.52M Sell
2,031
-1
-0% -$725 1.1% 23
2026
Q1 		$1.32M Sell
2,032
-54
-3% -$36.7K 1.1% 22
2025
Q4 		$1.42M Buy
+2,086
New +$1.41M 1.23% 21

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Approach Retirement Advisors's SPY Position: Q2 2026 in Review

Approach Retirement Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.05% in Q2 2026, selling an estimated $725 and leaving 2,031 shares worth $1.52M. The position accounts for 1.1% of the portfolio, ranked #23.

Approach Retirement Advisors first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 2,875 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Approach Retirement Advisors held 2,031 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q2 2026.
  • Approach Retirement Advisors sold 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 1.1% of Approach Retirement Advisors's portfolio in Q2 2026, its #23 holding.
  • Approach Retirement Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 2,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.