DeLarme Wealth Management’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
$657K Hold
880
0.38% 37
2026
Q1
$572K Buy
880
+271
+44% +$184K 0.37% 36
2025
Q4
$415K Buy
+609
New +$412K 0.29% 44

Other funds holding SPY

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

DeLarme Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 880 shares worth $657K. The position accounts for 0.38% of the portfolio, ranked #37.

DeLarme Wealth Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • DeLarme Wealth Management held 880 shares of State Street SPDR S&P 500 ETF Trust worth $657K as of Q2 2026.
  • DeLarme Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of DeLarme Wealth Management's portfolio in Q2 2026, its #37 holding.
  • DeLarme Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 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 DeLarme Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.