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

Aventus Investment 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	$184K	Buy	247 +5	+2%	+$3.63K	0.14%	40
2026 Q1	$157K	Hold	242	–	–	0.13%	39
2025 Q4	$165K	Hold	242	–	–	0.13%	39
2025 Q3	$161K	Buy	242 +20	+9%	+$12.8K	0.14%	40
2025 Q2	$137K	Buy	+222	New	+$127K	0.12%	40

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aventus Investment Advisors's SPY Position: Q2 2026 in Review

Aventus Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, buying an estimated $3.63K and bringing the position to 247 shares worth $184K. The position accounts for 0.14% of the portfolio, ranked #40.

Aventus Investment Advisors first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 1,784 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Aventus Investment Advisors held 247 shares of State Street SPDR S&P 500 ETF Trust worth $184K as of Q2 2026.
Aventus Investment Advisors 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 0.14% of Aventus Investment Advisors's portfolio in Q2 2026, its #40 holding.
Aventus Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
1,784 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.