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

BlueSky 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
2026 Q2	$7.16M	Buy	9,588 +2,642	+38%	+$1.92M	0.83%	30
2026 Q1	$4.52M	Sell	6,946 -510	-7%	-$347K	0.58%	35
2025 Q4	$5.08M	Sell	7,456 -20	-0.3%	-$13.5K	0.67%	27
2025 Q3	$4.98M	Sell	7,476 -10	-0.1%	-$6.41K	0.67%	27
2025 Q2	$4.63M	Sell	7,486 -820	-10%	-$469K	0.67%	28
2025 Q1	$4.65M	Sell	8,306 -60	-0.7%	-$35.3K	0.72%	28
2024 Q4	$4.9M	Sell	8,366 -88	-1%	-$51.8K	0.77%	27
2024 Q3	$4.85M	Sell	8,454 -140	-2%	-$77.4K	0.75%	26
2024 Q2	$4.68M	Buy	+8,594	New	+$4.5M	0.79%	27
2024 Q1	–	Sell	-8,845	Closed	-$4.2M	–	53
2023 Q4	$4.2M	Sell	8,845 -155	-2%	-$69K	0.78%	24
2023 Q3	$3.85M	Sell	9,000 -198	-2%	-$88.1K	0.79%	25
2023 Q2	$4.08M	Sell	9,198 -278	-3%	-$117K	0.82%	24
2023 Q1	$3.88M	Sell	9,476 -303	-3%	-$121K	0.8%	24
2022 Q4	$3.74M	Sell	9,779 -1,374	-12%	-$528K	0.83%	24
2022 Q3	$3.98M	Sell	11,153 -1,338	-11%	-$531K	0.92%	23
2022 Q2	$4.71M	Sell	12,491 -829	-6%	-$340K	1.05%	21
2022 Q1	$6.02M	Sell	13,320 -451	-3%	-$201K	1.17%	17
2021 Q4	$6.54M	Sell	13,771 -1,930	-12%	-$886K	1.21%	17
2021 Q3	$6.74M	Sell	15,701 -399	-2%	-$176K	1.32%	15
2021 Q2	$7.01M	Buy	16,100 +8,847	+122%	+$3.69M	1.37%	15
2021 Q1	$2.99M	Sell	7,253 -262	-3%	-$101K	0.67%	20
2020 Q4	$2.81M	Buy	7,515 +693	+10%	+$246K	0.68%	20
2020 Q3	$2.39M	Sell	6,822 -231	-3%	-$76.6K	0.62%	21
2020 Q2	$2.17M	Buy	7,053 +22	+0.3%	+$6.44K	0.62%	21
2020 Q1	$1.81M	Buy	7,031 +311	+5%	+$94.9K	0.67%	25
2019 Q4	$2.19M	Sell	6,720 -929	-12%	-$286K	0.72%	28
2019 Q3	$2.23M	Sell	7,649 -138	-2%	-$40.8K	0.77%	29
2019 Q2	$2.28M	Sell	7,787 -518	-6%	-$149K	0.81%	26
2019 Q1	$2.39M	Buy	8,305 +266	+3%	+$72.3K	0.86%	27
2018 Q4	$2.12M	Sell	8,039 -494	-6%	-$133K	0.83%	28
2018 Q3	$2.45M	Sell	8,533 -92	-1%	-$26.2K	0.93%	22
2018 Q2	$2.34M	Sell	8,625 -54	-0.6%	-$14.6K	0.89%	23
2018 Q1	$2.28M	Sell	8,679 -233	-3%	-$63.6K	0.88%	22
2017 Q4	$2.38M	Sell	8,912 -868	-9%	-$226K	0.98%	22
2017 Q3	$2.46M	Buy	9,780 +6	+0.1%	+$1.48K	1.06%	22
2017 Q2	$2.36M	Sell	9,774 -1,061	-10%	-$254K	1.09%	22
2017 Q1	$2.55M	Sell	10,835 -873	-7%	-$203K	1.22%	22
2016 Q4	$2.62M	Buy	+11,708	New	+$2.56M	1.28%	22

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

BlueSky Wealth Advisors's SPY Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 38% in Q2 2026, buying an estimated $1.92M and bringing the position to 9,588 shares worth $7.16M. The position accounts for 0.83% of the portfolio, ranked #30.

BlueSky Wealth Advisors first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BlueSky Wealth Advisors held 9,588 shares of State Street SPDR S&P 500 ETF Trust worth $7.16M as of Q2 2026.
BlueSky Wealth Advisors bought 2,642 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.92M.
State Street SPDR S&P 500 ETF Trust made up 0.83% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #30 holding.
BlueSky Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 38 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 BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.