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

Edge 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
2020 Q3	–	Sell	-440	Closed	-$83K	–	610
2020 Q2	$83K	Buy	+440	New	+$129K	0.02%	222
2020 Q1	–	Sell	-201	Closed	-$42K	–	675
2019 Q4	$42K	Sell	201 -100	-33%	-$30.8K	0.01%	265
2019 Q3	$57K	Sell	301 -39	-11%	-$11.5K	0.01%	242
2019 Q2	$68K	Hold	340	–	–	0.02%	229
2019 Q1	$83K	Buy	340 +307	+930%	+$83.4K	0.02%	198
2018 Q4	$18K	Sell	33 -1,311	-98%	-$354K	0.01%	338
2018 Q3	$81K	Buy	1,344 +1,335	+14,833%	+$380K	0.02%	218
2018 Q2	$2K	Sell	9 -111	-93%	-$30K	﹤0.01%	536
2018 Q1	$61K	Buy	+120	New	+$32.8K	0.02%	211
2017 Q4	–	Sell	-215	Closed	-$20K	–	569
2017 Q3	$20K	Sell	215 -55	-20%	-$13.6K	0.01%	310
2017 Q2	$18K	Buy	270 +190	+238%	+$45.5K	0.01%	317
2017 Q1	$34K	Buy	+80	New	+$18.6K	0.01%	239
2016 Q4	–	Sell	-50	Closed	-$8K	–	525
2016 Q3	$8K	Sell	50 -50	-50%	-$10.8K	﹤0.01%	359
2016 Q2	$3K	Buy	+100	New	+$20.7K	﹤0.01%	391

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

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

Edge Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $47.9K and leaving 6,078 shares worth $4.54M. The position accounts for 0.76% of the portfolio, ranked #28.

Edge Wealth Management first reported a position in SPY in Q2 2013 and has held it in 51 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Edge Wealth Management held 6,078 shares of State Street SPDR S&P 500 ETF Trust worth $4.54M as of Q2 2026.
Edge Wealth Management sold 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR S&P 500 ETF Trust made up 0.76% of Edge Wealth Management's portfolio in Q2 2026, its #28 holding.
Edge Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 51 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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