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

BigSur 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
2017
Q3 		– Sell
-14,499
Closed -$2K – 94
2017
Q2 		$2K Buy
+14,499
New +$3.47M ﹤0.01% 88

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BigSur Wealth Management's SPY Position: Q2 2026 in Review

BigSur Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.3% in Q2 2026, buying an estimated $1.51M and bringing the position to 41,135 shares worth $30.8M. The position accounts for 7.41% of the portfolio, ranked #1.

BigSur Wealth Management first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. The position peaked at $48.4M in Q3 2018. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • BigSur Wealth Management held 41,135 shares of State Street SPDR S&P 500 ETF Trust worth $30.8M as of Q2 2026.
  • BigSur Wealth Management bought 2,084 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.51M.
  • State Street SPDR S&P 500 ETF Trust made up 7.41% of BigSur Wealth Management's portfolio in Q2 2026, its #1 holding.
  • BigSur Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
  • BigSur Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $48.4M in Q3 2018.
  • 1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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