CWA
SPY icon

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

Clarity 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 		$38.2M Sell
51,157
-533
-1% -$386K 6.74% 3
2026
Q1 		$33.6M Buy
51,690
+205
+0.4% +$139K 6.91% 2
2025
Q4 		$35.1M Buy
51,485
+258
+0.5% +$174K 7.16% 2
2025
Q3 		$34.1M Buy
51,227
+567
+1% +$363K 7.52% 2
2025
Q2 		$31.3M Buy
50,660
+1,451
+3% +$829K 7.72% 1
2025
Q1 		$27.5M Buy
49,209
+2,006
+4% +$1.18M 7.63% 2
2024
Q4 		$27.7M Buy
47,203
+1,548
+3% +$912K 7.54% 2
2024
Q3 		$26.2M Buy
45,655
+1,272
+3% +$703K 7.61% 2
2024
Q2 		$24.2M Sell
44,383
-847
-2% -$443K 7.81% 3
2024
Q1 		$23.7M Buy
45,230
+1,188
+3% +$591K 8% 1
2023
Q4 		$20.9M Buy
44,042
+2,631
+6% +$1.17M 7.91% 3
2023
Q3 		$17.7M Buy
41,411
+1,811
+5% +$805K 8.03% 3
2023
Q2 		$17.6M Buy
39,600
+2,191
+6% +$920K 7.88% 3
2023
Q1 		$15.3M Buy
37,409
+1,784
+5% +$712K 7.81% 3
2022
Q4 		$13.6M Buy
35,625
+599
+2% +$230K 7.85% 3
2022
Q3 		$12.5M Buy
35,026
+1,813
+5% +$720K 7.54% 3
2022
Q2 		$12.5M Buy
33,213
+1,986
+6% +$814K 7.17% 3
2022
Q1 		$14.1M Buy
31,227
+1,295
+4% +$577K 6.7% 4
2021
Q4 		$14.2M Buy
29,932
+1,025
+4% +$471K 6.61% 4
2021
Q3 		$12.4M Buy
28,907
+2,208
+8% +$974K 6.11% 4
2021
Q2 		$11.4M Buy
26,699
+2,077
+8% +$867K 5.93% 4
2021
Q1 		$9.76M Buy
24,622
+2,339
+10% +$902K 5.56% 5
2020
Q4 		$8.33M Buy
22,283
+2,138
+11% +$759K 5.05% 5
2020
Q3 		$6.75M Buy
20,145
+5,406
+37% +$1.79M 4.84% 5
2020
Q2 		$4.54M Buy
14,739
+13,550
+1,140% +$3.97M 3.58% 6
2020
Q1 		$306K Buy
1,189
+337
+40% +$103K 0.32% 46
2019
Q4 		$274K Buy
+852
New +$262K 0.23% 54

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Clarity Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q2 2026, selling an estimated $386K and leaving 51,157 shares worth $38.2M. The position accounts for 6.74% of the portfolio, ranked #3.

Clarity Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Clarity Wealth Advisors held 51,157 shares of State Street SPDR S&P 500 ETF Trust worth $38.2M as of Q2 2026.
  • Clarity Wealth Advisors sold 533 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $386K.
  • State Street SPDR S&P 500 ETF Trust made up 6.74% of Clarity Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Clarity Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.