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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.52M Sell
2,035
-15
-0.7% -$10.9K 0.21% 71
2026
Q1
$1.33M Buy
2,050
+139
+7% +$94.5K 0.23% 64
2025
Q4
$1.3M Buy
1,911
+106
+6% +$71.6K 0.22% 62
2025
Q3
$1.21M Buy
1,805
+2
+0.1% +$1.28K 0.22% 58
2025
Q2
$1.15M Sell
1,803
-114
-6% -$65.2K 0.23% 61
2025
Q1
$1.01M Buy
1,917
+715
+59% +$420K 0.26% 62
2024
Q4
$705K Hold
1,202
0.18% 76
2024
Q3
$690K Buy
1,202
+74
+7% +$40.9K 0.19% 73
2024
Q2
$611K Sell
1,128
-8
-0.7% -$4.19K 0.19% 69
2024
Q1
$569K Buy
1,136
+70
+7% +$34.9K 0.19% 66
2023
Q4
$508K Buy
1,066
+557
+109% +$248K 0.18% 67
2023
Q3
$214K Buy
509
+46
+10% +$20.5K 0.09% 117
2023
Q2
$210K Buy
+463
New +$194K 0.08% 123

Other funds holding SPY

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

Canvas Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.73% in Q2 2026, selling an estimated $10.9K and leaving 2,035 shares worth $1.52M. The position accounts for 0.21% of the portfolio, ranked #71.

Canvas Wealth Advisors first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Canvas Wealth Advisors held 2,035 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q2 2026.
  • Canvas Wealth Advisors sold 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.21% of Canvas Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Canvas Wealth 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.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.