C1AG
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Client 1st Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Client 1st Advisory Group’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 		$6.94M Buy
+9,300
New +$6.74M 1.81% 16
2026
Q1 		– Sell
-9,900
Closed -$334K – 150
2025
Q4 		$334K Hold
9,900
– – 0.1% 96
2025
Q3 		$324K Buy
+9,900
New +$6.35M 0.11% 98

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Client 1st Advisory Group's SPY Position: Q2 2026 in Review

Client 1st Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q2 2026, buying an estimated $44.2K and bringing the position to 1,578 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #48.

Client 1st Advisory Group first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Client 1st Advisory Group held 1,578 shares of State Street SPDR S&P 500 ETF Trust worth $1.18M as of Q2 2026.
  • Client 1st Advisory Group bought 61 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $44.2K.
  • State Street SPDR S&P 500 ETF Trust made up 0.31% of Client 1st Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Client 1st Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
  • 1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.