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

Atlas Private 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	$27.9M	Buy	37,332 +1,190	+3%	+$863K	6.1%	3
2026 Q1	$23.5M	Buy	36,142 +2,239	+7%	+$1.52M	5.53%	3
2025 Q4	$23.1M	Buy	33,903 +4,309	+15%	+$2.91M	5.4%	3
2025 Q3	$19.7M	Sell	29,594 -30,965	-51%	-$19.8M	4.83%	3
2025 Q2	$37.4M	Sell	60,559 -2,826	-4%	-$1.62M	4.82%	3
2025 Q1	$35.5M	Buy	63,385 +31,503	+99%	+$18.5M	4.94%	4
2024 Q4	$18.7M	Sell	31,882 -284	-0.9%	-$167K	2.65%	11
2024 Q3	$18.5M	Buy	32,166 +8,298	+35%	+$4.59M	2.68%	10
2024 Q2	$13M	Buy	23,868 +10,506	+79%	+$5.5M	2.11%	12
2024 Q1	$6.99M	Sell	13,362 -92,425	-87%	-$46M	2.34%	12
2023 Q4	$50.3M	Buy	105,787 +24,082	+29%	+$10.7M	9.35%	2
2023 Q3	$34.9M	Buy	81,705 +723	+0.9%	+$322K	6.61%	3
2023 Q2	$35.9M	Buy	80,982 +41,763	+106%	+$17.5M	7.27%	2
2023 Q1	$16.1M	Buy	39,219 +6,275	+19%	+$2.5M	7.42%	3
2022 Q4	$12.6M	Buy	32,944 +4,171	+14%	+$1.6M	6.71%	3
2022 Q3	$10.3M	Buy	28,773 +2,604	+10%	+$1.03M	6.17%	2
2022 Q2	$9.87M	Buy	26,169 +17,366	+197%	+$7.11M	5.92%	2
2022 Q1	$3.98M	Sell	8,803 -14,976	-63%	-$6.67M	1.77%	16
2021 Q4	$11.3M	Sell	23,779 -7,540	-24%	-$3.46M	5.22%	1
2021 Q3	$13.4M	Buy	31,319 +2	+0%	+$882	7.02%	1
2021 Q2	$13.4M	Buy	31,317 +3,272	+12%	+$1.37M	7.25%	1
2021 Q1	$11.1M	Buy	28,045 +10,359	+59%	+$3.99M	6.2%	1
2020 Q4	$6.61M	Buy	17,686 +3,358	+23%	+$1.19M	4.44%	4
2020 Q3	$4.8M	Buy	14,328 +2,140	+18%	+$709K	4%	4
2020 Q2	$3.76M	Buy	+12,188	New	+$3.57M	3.34%	7

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Atlas Private Wealth Advisors's SPY Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q2 2026, buying an estimated $863K and bringing the position to 37,332 shares worth $27.9M. The position accounts for 6.1% of the portfolio, ranked #3.

Atlas Private Wealth Advisors first reported a position in SPY in Q2 2020 and has held it in 25 quarters since. The position peaked at $50.3M in Q4 2023. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Atlas Private Wealth Advisors held 37,332 shares of State Street SPDR S&P 500 ETF Trust worth $27.9M as of Q2 2026.
Atlas Private Wealth Advisors bought 1,190 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $863K.
State Street SPDR S&P 500 ETF Trust made up 6.1% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $50.3M in Q4 2023.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.