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Baker Tilly Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Baker Tilly 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
2023
Q1 		– Sell
-64,100
Closed -$718K – 572
2022
Q4 		$718K Buy
64,100
+49,700
+345% +$19.1M 0.09% 250
2022
Q3 		$554K Buy
+14,400
New +$5.72M 0.08% 270

Other funds holding SPY

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
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
Wealth Enhancement Advisory Services
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

Baker Tilly Wealth Management's SPY Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q2 2026, buying an estimated $41.3K and bringing the position to 2,020 shares worth $1.51M. The position accounts for 0.32% of the portfolio, ranked #56.

Baker Tilly Wealth Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $17M in Q1 2023. 1,828 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Baker Tilly Wealth Management held 2,020 shares of State Street SPDR S&P 500 ETF Trust worth $1.51M as of Q2 2026.
  • Baker Tilly Wealth Management bought 57 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $41.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.32% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $17M in Q1 2023.
  • 1,828 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.