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

ARS Wealth Advisors Group’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 		$3.23M Sell
4,327
-36
-0.8% -$26.1K 0.25% 56
2026
Q1 		$2.84M Buy
4,363
+92
+2% +$62.5K 0.24% 55
2025
Q4 		$2.91M Sell
4,271
-2,344
-35% -$1.58M 0.26% 50
2025
Q3 		$4.41M Buy
6,615
+3,096
+88% +$1.98M 0.44% 44
2025
Q2 		$2.17M Sell
3,519
-77
-2% -$44K 0.25% 54
2025
Q1 		$2.01M Buy
3,596
+115
+3% +$67.6K 0.28% 47
2024
Q4 		$2.04M Sell
3,481
-99
-3% -$58.3K 0.28% 47
2024
Q3 		$2.05M Sell
3,580
-83
-2% -$45.9K 0.25% 52
2024
Q2 		$1.99M Sell
3,663
-42
-1% -$22K 0.26% 51
2024
Q1 		$1.94M Buy
3,705
+1,355
+58% +$675K 0.26% 51
2023
Q4 		$1.12M Sell
2,350
-444
-16% -$198K 0.17% 59
2023
Q3 		$1.19M Buy
2,794
+520
+23% +$231K 0.2% 62
2023
Q2 		$1.01M Sell
2,274
-119
-5% -$49.9K 0.16% 66
2023
Q1 		$980K Buy
2,393
+164
+7% +$65.4K 0.18% 57
2022
Q4 		$852K Buy
2,229
+299
+15% +$115K 0.14% 66
2022
Q3 		$690K Sell
1,930
-238
-11% -$94.5K 0.11% 85
2022
Q2 		$818K Buy
2,168
+1
+0% +$410 0.11% 86
2022
Q1 		$979K Buy
2,167
+451
+26% +$201K 0.17% 58
2021
Q4 		$815K Buy
1,716
+3
+0.2% +$1.38K 0.14% 64
2021
Q3 		$735K Buy
+1,713
New +$756K 0.13% 63

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

ARS Wealth Advisors Group's SPY Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.83% in Q2 2026, selling an estimated $26.1K and leaving 4,327 shares worth $3.23M. The position accounts for 0.25% of the portfolio, ranked #56.

ARS Wealth Advisors Group first reported a position in SPY in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.41M in Q3 2025. 2,016 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • ARS Wealth Advisors Group held 4,327 shares of State Street SPDR S&P 500 ETF Trust worth $3.23M as of Q2 2026.
  • ARS Wealth Advisors Group sold 36 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $26.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #56 holding.
  • ARS Wealth Advisors Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's State Street SPDR S&P 500 ETF Trust position peaked at $4.41M in Q3 2025.
  • 2,016 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.