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

Choice 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	$655K	Buy	877 +2	+0.2%	+$1.45K	0.23%	27
2026 Q1	$569K	Sell	875 -174	-17%	-$118K	0.22%	26
2025 Q4	$715K	Sell	1,049 -57	-5%	-$38.5K	0.28%	24
2025 Q3	$737K	Buy	1,106 +2	+0.2%	+$1.28K	0.32%	23
2025 Q2	$682K	Hold	1,104	–	–	0.31%	22
2025 Q1	$618K	Buy	1,104 +34	+3%	+$20K	0.32%	19
2024 Q4	$627K	Buy	1,070 +721	+207%	+$425K	0.32%	21
2024 Q3	$200K	Buy	+349	New	+$193K	0.1%	30
2022 Q3	–	Sell	-3,318	Closed	-$1.25M	–	44
2022 Q2	$1.25M	Buy	+3,318	New	+$1.36M	1.01%	18

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

Choice Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q2 2026, buying an estimated $1.45K and bringing the position to 877 shares worth $655K. The position accounts for 0.23% of the portfolio, ranked #27.

Choice Wealth Advisors first reported a position in SPY in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.25M in Q2 2022. 944 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Choice Wealth Advisors held 877 shares of State Street SPDR S&P 500 ETF Trust worth $655K as of Q2 2026.
Choice Wealth Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Choice Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Choice Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 9 quarters since.
Choice Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.25M in Q2 2022.
944 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.