Core Wealth Advisors (Florida)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Core Wealth Advisors (Florida)’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	$2.48M	Buy	3,315 +22	+0.7%	+$15.9K	0.5%	24
2026 Q1	$2.14M	Buy	3,293 +9	+0.3%	+$6.12K	0.51%	22
2025 Q4	$2.24M	Buy	3,284 +21	+0.6%	+$14.2K	0.58%	19
2025 Q3	$2.17M	Buy	3,263 +214	+7%	+$137K	0.57%	19
2025 Q2	$1.88M	Buy	3,049 +229	+8%	+$131K	0.54%	21
2025 Q1	$1.58M	Sell	2,820 -1	-0%	-$588	0.5%	24
2024 Q4	$1.65M	Buy	2,821 +27	+1%	+$15.9K	0.55%	22
2024 Q3	$1.6M	Hold	2,794	–	–	0.51%	25
2024 Q2	$1.52M	Buy	2,794 +139	+5%	+$72.8K	0.52%	26
2024 Q1	$1.39M	Buy	2,655 +42	+2%	+$20.9K	0.47%	23
2023 Q4	$1.24M	Hold	2,613	–	–	0.46%	22
2023 Q3	$1.12M	Hold	2,613	–	–	0.46%	23
2023 Q2	$1.16M	Sell	2,613 -1	-0%	-$420	0.46%	22
2023 Q1	$1.07M	Sell	2,614 -57	-2%	-$22.7K	0.43%	24
2022 Q4	$1.02M	Buy	2,671 +37	+1%	+$14.2K	0.45%	22
2022 Q3	$941K	Hold	2,634	–	–	0.55%	18
2022 Q2	$994K	Sell	2,634 -41	-2%	-$16.8K	0.61%	20
2022 Q1	$1.21M	Sell	2,675 -13	-0.5%	-$5.79K	0.68%	15
2021 Q4	$1.28M	Hold	2,688	–	–	0.76%	11
2021 Q3	$1.15M	Hold	2,688	–	–	0.77%	14
2021 Q2	$1.15M	Hold	2,688	–	–	0.77%	22
2021 Q1	$1.06M	Hold	2,688	–	–	0.94%	12
2020 Q4	$1M	Sell	2,688 -84	-3%	-$29.8K	0.9%	14
2020 Q3	$928K	Buy	2,772 +61	+2%	+$20.2K	0.87%	15
2020 Q2	$836K	Sell	2,711 -2,309	-46%	-$676K	0.74%	20
2020 Q1	$1.29M	Sell	5,020 -225	-4%	-$68.6K	0.99%	20
2019 Q4	$1.69M	Buy	+5,245	New	+$1.62M	0.97%	24

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SPY Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.67% in Q2 2026, buying an estimated $15.9K and bringing the position to 3,315 shares worth $2.48M. The position accounts for 0.5% of the portfolio, ranked #24.

Core Wealth Advisors (Florida) first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Core Wealth Advisors (Florida) held 3,315 shares of State Street SPDR S&P 500 ETF Trust worth $2.48M as of Q2 2026.
Core Wealth Advisors (Florida) bought 22 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.9K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #24 holding.
Core Wealth Advisors (Florida) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.