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Barlow Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Barlow Wealth Partners’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 		$1.21M Hold
1,622
– – 0.13% 53
2026
Q1 		$1.15M Buy
1,622
+19
+1% +$12.9K 0.13% 54
2025
Q4 		$1.11M Sell
1,603
-10
-0.6% -$6.76K 0.12% 53
2025
Q3 		$1.08M Buy
1,613
+152
+10% +$97.4K 0.12% 57
2025
Q2 		$906K Buy
1,461
+1
+0.1% +$572 0.11% 59
2025
Q1 		$804K Sell
1,460
-35
-2% -$20.6K 0.11% 63
2024
Q4 		$886K Buy
1,495
+25
+2% +$14.7K 0.11% 62
2024
Q3 		$835K Hold
1,470
– – 0.11% 68
2024
Q2 		$796K Buy
1,470
+204
+16% +$107K 0.11% 71
2024
Q1 		$647K Buy
1,266
+2
+0.2% +$996 0.09% 78
2023
Q4 		$601K Buy
+1,264
New +$563K 0.09% 79

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Barlow Wealth Partners's SPY Position: Q2 2026 in Review

Barlow Wealth Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,622 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #53.

Barlow Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Barlow Wealth Partners held 1,622 shares of State Street SPDR S&P 500 ETF Trust worth $1.21M as of Q2 2026.
  • Barlow Wealth Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.13% of Barlow Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Barlow Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.