Atlantic Edge Private Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Atlantic Edge Private Wealth Management’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	$2.06M	Buy	2,761 +5	+0.2%	+$3.63K	0.42%	51
2026 Q1	$1.79M	Sell	2,756 -40	-1%	-$27.2K	0.44%	54
2025 Q4	$1.91M	Sell	2,796 -9	-0.3%	-$6.08K	0.47%	51
2025 Q3	$1.87M	Buy	2,805 +11	+0.4%	+$7.05K	0.48%	52
2025 Q2	$1.73M	Buy	2,794 +90	+3%	+$51.4K	0.47%	54
2025 Q1	$1.51M	Sell	2,704 -60	-2%	-$35.3K	0.46%	55
2024 Q4	$1.62M	Sell	2,764 -30	-1%	-$17.7K	0.5%	53
2024 Q3	$1.6M	Sell	2,794 -35	-1%	-$19.4K	0.49%	54
2024 Q2	$1.54M	Buy	2,829 +10	+0.4%	+$5.23K	0.51%	49
2024 Q1	$1.47M	Sell	2,819 -20	-0.7%	-$9.96K	0.51%	51
2023 Q4	$1.35M	Buy	+2,839	New	+$1.26M	0.55%	47

Other funds holding SPY

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's SPY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.18% in Q2 2026, buying an estimated $3.63K and bringing the position to 2,761 shares worth $2.06M. The position accounts for 0.42% of the portfolio, ranked #51.

Atlantic Edge Private Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,027 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,761 shares of State Street SPDR S&P 500 ETF Trust worth $2.06M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #51 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
2,027 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.