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

Eagle Wealth Strategies’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	$3.79M	Buy	5,077 +27	+0.5%	+$19.6K	1.45%	10
2026 Q1	$3.28M	Sell	5,050 -25	-0.5%	-$17K	1.44%	10
2025 Q4	$3.46M	Sell	5,075 -92	-2%	-$62.2K	1.61%	10
2025 Q3	$3.44M	Sell	5,167 -144	-3%	-$92.3K	1.71%	8
2025 Q2	$3.28M	Buy	5,311 +2	+0%	+$1.14K	1.84%	9
2025 Q1	$2.97M	Buy	5,309 +1	+0%	+$588	1.82%	10
2024 Q4	$3.11M	Buy	5,308 +924	+21%	+$544K	2.25%	7
2024 Q3	$2.52M	Hold	4,384	–	–	1.83%	7
2024 Q2	$2.39M	Sell	4,384 -29	-0.7%	-$15.2K	1.93%	7
2024 Q1	$2.3M	Sell	4,413 -321	-7%	-$160K	1.87%	7
2023 Q4	$2.25M	Buy	+4,734	New	+$2.11M	1.36%	10

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

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

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Eagle Wealth Strategies's SPY Position: Q2 2026 in Review

Eagle Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.53% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,077 shares worth $3.79M. The position accounts for 1.45% of the portfolio, ranked #10.

Eagle Wealth Strategies first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Eagle Wealth Strategies held 5,077 shares of State Street SPDR S&P 500 ETF Trust worth $3.79M as of Q2 2026.
Eagle Wealth Strategies bought 27 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $19.6K.
State Street SPDR S&P 500 ETF Trust made up 1.45% of Eagle Wealth Strategies's portfolio in Q2 2026, its #10 holding.
Eagle Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.