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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.77M Buy
6,388
+1,065
+20% +$772K 1.26% 12
2026
Q1
$3.46M Sell
5,323
-1,600
-23% -$1.09M 1% 14
2025
Q4
$29.5M Buy
+6,923
New +$4.68M 7.93% 3

Other funds holding SPY

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

Argos Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2026, buying an estimated $772K and bringing the position to 6,388 shares worth $4.77M. The position accounts for 1.26% of the portfolio, ranked #12.

Argos Wealth Advisors first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5M in Q4 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Argos Wealth Advisors held 6,388 shares of State Street SPDR S&P 500 ETF Trust worth $4.77M as of Q2 2026.
  • Argos Wealth Advisors bought 1,065 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $772K.
  • State Street SPDR S&P 500 ETF Trust made up 1.26% of Argos Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Argos Wealth 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.
  • Argos Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $29.5M in Q4 2025.
  • 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.