Continuum 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
$355K Sell
476
-10
-2% -$7.25K 0.12% 55
2026
Q1
$316K Sell
486
-8
-2% -$5.44K 0.13% 52
2025
Q4
$337K Buy
494
+80
+19% +$54.1K 0.13% 62
2025
Q3
$276K Sell
414
-88
-18% -$56.4K 0.12% 59
2025
Q2
$310K Buy
502
+33
+7% +$18.9K 0.15% 46
2025
Q1
$262K Hold
469
0.13% 46
2024
Q4
$275K Buy
+469
New +$276K 0.14% 48
2024
Q3
Sell
-521
Closed -$284K 65
2024
Q2
$284K Buy
+521
New +$273K 0.15% 47

Other funds holding SPY

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

Continuum Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $7.25K and leaving 476 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #55.

Continuum Wealth Advisors first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Continuum Wealth Advisors held 476 shares of State Street SPDR S&P 500 ETF Trust worth $355K as of Q2 2026.
  • Continuum Wealth Advisors sold 10 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.25K.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of Continuum Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Continuum Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 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 Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.