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Blue Zone Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Blue Zone Wealth Advisors’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
2021
Q1 		– Sell
-1,500
Closed -$561K – 87
2020
Q4 		$561K Buy
+1,500
New +$532K 0.27% 55

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
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
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

Blue Zone Wealth Advisors's SPY Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, buying an estimated $74K and bringing the position to 3,500 shares worth $2.61M. The position accounts for 0.46% of the portfolio, ranked #50.

Blue Zone Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 24 quarters since. 1,719 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Blue Zone Wealth Advisors held 3,500 shares of State Street SPDR S&P 500 ETF Trust worth $2.61M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 102 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $74K.
  • State Street SPDR S&P 500 ETF Trust made up 0.46% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Blue Zone Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 24 quarters since.
  • 1,719 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.