Capital Advisors Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Capital Advisors Wealth Management's SPY Position: Q2 2026 in Review
Capital Advisors Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q2 2026, buying an estimated $3.62M and bringing the position to 26,380 shares worth $19.7M. The position accounts for 2.31% of the portfolio, ranked #10.
Capital Advisors Wealth Management first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Capital Advisors Wealth Management held 26,380 shares of State Street SPDR S&P 500 ETF Trust worth $19.7M as of Q2 2026.
- Capital Advisors Wealth Management bought 4,988 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.62M.
- State Street SPDR S&P 500 ETF Trust made up 2.31% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #10 holding.
- Capital Advisors Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.