Bridgewealth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bridgewealth Advisory Group’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	$1.74M	Sell	2,330 -505	-18%	-$366K	0.33%	45
2026 Q1	$1.84M	Buy	2,835 +190	+7%	+$129K	0.38%	36
2025 Q4	$1.8M	Sell	2,645 -10	-0.4%	-$6.76K	0.4%	42
2025 Q3	$1.77M	Buy	2,655 +7	+0.3%	+$4.49K	0.41%	40
2025 Q2	$1.64M	Buy	+2,648	New	+$1.51M	0.42%	40
2025 Q1	–	Sell	-569	Closed	-$347K	–	102
2024 Q4	$347K	Buy	+569	New	+$335K	0.1%	75

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bridgewealth Advisory Group's SPY Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, selling an estimated $366K and leaving 2,330 shares worth $1.74M. The position accounts for 0.33% of the portfolio, ranked #45.

Bridgewealth Advisory Group first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q1 2026. 1,827 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bridgewealth Advisory Group held 2,330 shares of State Street SPDR S&P 500 ETF Trust worth $1.74M as of Q2 2026.
Bridgewealth Advisory Group sold 505 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $366K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #45 holding.
Bridgewealth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Bridgewealth Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.84M in Q1 2026.
1,827 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.