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

Buttonwood Financial 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	$1.11M	Hold	1,483	–	–	0.34%	56
2026 Q1	$965K	Hold	1,483	–	–	0.32%	56
2025 Q4	$1.01M	Hold	1,483	–	–	0.34%	54
2025 Q3	$988K	Buy	1,483 +70	+5%	+$44.9K	0.34%	51
2025 Q2	$873K	Hold	1,413	–	–	0.35%	51
2025 Q1	$790K	Hold	1,413	–	–	0.35%	52
2024 Q4	$828K	Hold	1,413	–	–	0.36%	54
2024 Q3	$811K	Buy	1,413 +237	+20%	+$131K	0.35%	51
2024 Q2	$640K	Hold	1,176	–	–	0.3%	59
2024 Q1	$615K	Sell	1,176 -4	-0.3%	-$1.99K	0.29%	63
2023 Q4	$561K	Buy	1,180 +2	+0.2%	+$891	0.31%	66
2023 Q3	$503K	Buy	1,178 +5	+0.4%	+$2.22K	0.32%	67
2023 Q2	$520K	Buy	+1,173	New	+$492K	0.33%	62

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

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

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

Buttonwood Financial Advisors's SPY Position: Q2 2026 in Review

Buttonwood Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,483 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #56.

Buttonwood Financial Advisors first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 1,267 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Buttonwood Financial Advisors held 1,483 shares of State Street SPDR S&P 500 ETF Trust worth $1.11M as of Q2 2026.
Buttonwood Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #56 holding.
Buttonwood Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
1,267 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.