Aviso Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Aviso Wealth Management's SPY Position: Q2 2026 in Review
Aviso Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 838 shares worth $626K. The position accounts for 0.21% of the portfolio, ranked #82.
Aviso Wealth Management first reported a position in SPY in Q2 2024 and has held it in 7 quarters since. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Aviso Wealth Management held 838 shares of State Street SPDR S&P 500 ETF Trust worth $626K as of Q2 2026.
- Aviso Wealth Management bought 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
- State Street SPDR S&P 500 ETF Trust made up 0.21% of Aviso Wealth Management's portfolio in Q2 2026, its #82 holding.
- Aviso Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 7 quarters since.
- 4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.