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

Beaird Harris 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
2026 Q2	$5.43M	Buy	7,276 +187	+3%	+$136K	0.34%	37
2026 Q1	$4.61M	Sell	7,089 -1,269	-15%	-$863K	0.31%	37
2025 Q4	$5.7M	Buy	8,358 +2,979	+55%	+$2.01M	0.39%	33
2025 Q3	$3.58M	Buy	5,379 +4	+0.1%	+$2.56K	0.25%	42
2025 Q2	$3.32M	Sell	5,375 -9	-0.2%	-$5.14K	0.26%	43
2025 Q1	$3.01M	Buy	5,384 +444	+9%	+$261K	0.26%	42
2024 Q4	$2.9M	Buy	4,940 +222	+5%	+$131K	0.25%	42
2024 Q3	$2.71M	Sell	4,718 -565	-11%	-$312K	0.24%	45
2024 Q2	$2.87M	Buy	5,283 +476	+10%	+$249K	0.27%	42
2024 Q1	$2.51M	Sell	4,807 -33	-0.7%	-$16.4K	0.25%	40
2023 Q4	$2.3M	Sell	4,840 -4,596	-49%	-$2.05M	0.24%	41
2023 Q3	$4.03M	Sell	9,436 -21	-0.2%	-$9.34K	0.48%	29
2023 Q2	$4.19M	Sell	9,457 -523	-5%	-$219K	0.5%	28
2023 Q1	$4.09M	Sell	9,980 -398	-4%	-$159K	0.73%	25
2022 Q4	$3.97M	Sell	10,378 -201	-2%	-$77.3K	0.74%	24
2022 Q3	$3.78M	Sell	10,579 -495	-4%	-$197K	0.83%	22
2022 Q2	$4.18M	Buy	11,074 +542	+5%	+$222K	1.15%	14
2022 Q1	$4.76M	Buy	10,532 +709	+7%	+$316K	1.72%	11
2021 Q4	$4.67M	Buy	+9,823	New	+$4.51M	1.7%	8

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Beaird Harris Wealth Management's SPY Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, buying an estimated $136K and bringing the position to 7,276 shares worth $5.43M. The position accounts for 0.34% of the portfolio, ranked #37.

Beaird Harris Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.7M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Beaird Harris Wealth Management held 7,276 shares of State Street SPDR S&P 500 ETF Trust worth $5.43M as of Q2 2026.
Beaird Harris Wealth Management bought 187 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $136K.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #37 holding.
Beaird Harris Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.7M in Q4 2025.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.