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

DecisionMap Wealth Management’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	$1.02M	Buy	1,372 +1	+0.1%	+$725	0.57%	43
2026 Q1	$892K	Sell	1,371 -452	-25%	-$307K	0.58%	47
2025 Q4	$1.24M	Hold	1,823	–	–	0.77%	33
2025 Q3	$1.21M	Sell	1,823 -35	-2%	-$22.4K	0.78%	33
2025 Q2	$1.15M	Sell	1,858 -15	-0.8%	-$8.57K	0.79%	34
2025 Q1	$1.05M	Sell	1,873 -8	-0.4%	-$4.7K	0.8%	33
2024 Q4	$1.1M	Buy	+1,881	New	+$1.11M	0.87%	31

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

DecisionMap Wealth Management's SPY Position: Q2 2026 in Review

DecisionMap Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q2 2026, buying an estimated $725 and bringing the position to 1,372 shares worth $1.02M. The position accounts for 0.57% of the portfolio, ranked #43.

DecisionMap Wealth Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

DecisionMap Wealth Management held 1,372 shares of State Street SPDR S&P 500 ETF Trust worth $1.02M as of Q2 2026.
DecisionMap Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.57% of DecisionMap Wealth Management's portfolio in Q2 2026, its #43 holding.
DecisionMap Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
DecisionMap Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.24M in Q4 2025.
1,137 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.