Fifth Third Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Fifth Third Wealth Advisors’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	$224M	Buy	299,926 +41	+0%	+$29.7K	6.26%	2
2026 Q1	$195M	Sell	299,885 -2,213	-0.7%	-$1.5M	6.59%	2
2025 Q4	$206M	Buy	302,098 +225	+0.1%	+$152K	7.23%	2
2025 Q3	$201M	Buy	301,873 +2,365	+0.8%	+$1.52M	7.41%	2
2025 Q2	$185M	Buy	299,508 +2,835	+1%	+$1.62M	7.76%	2
2025 Q1	$166M	Buy	296,673 +5,816	+2%	+$3.42M	8.6%	2
2024 Q4	$170M	Buy	290,857 +12,193	+4%	+$7.18M	9.25%	2
2024 Q3	$160M	Buy	278,664 +18,883	+7%	+$10.4M	9.8%	2
2024 Q2	$141M	Buy	259,781 +78,689	+43%	+$41.2M	10.72%	2
2024 Q1	$94.7M	Buy	181,092 +151,532	+513%	+$75.4M	14.76%	1
2023 Q4	$14.1M	Buy	29,560 +2,867	+11%	+$1.28M	4.56%	3
2023 Q3	$11.4M	Buy	26,693 +3,178	+14%	+$1.41M	4.61%	2
2023 Q2	$10.4M	Buy	+23,515	New	+$9.87M	6.72%	1

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Fifth Third Wealth Advisors's SPY Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.01% in Q2 2026, buying an estimated $29.7K and bringing the position to 299,926 shares worth $224M. The position accounts for 6.26% of the portfolio, ranked #2.

Fifth Third Wealth Advisors first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fifth Third Wealth Advisors held 299,926 shares of State Street SPDR S&P 500 ETF Trust worth $224M as of Q2 2026.
Fifth Third Wealth Advisors bought 41 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $29.7K.
State Street SPDR S&P 500 ETF Trust made up 6.26% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Fifth Third Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.