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

Fingerlakes 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	$1.88M	Buy	2,514 +5	+0.2%	+$3.63K	1.01%	29
2026 Q1	$1.63M	Sell	2,509 -44	-2%	-$29.9K	1.08%	29
2025 Q4	$1.74M	Buy	2,553 +7	+0.3%	+$4.73K	1.11%	28
2025 Q3	$1.7M	Buy	2,546 +8	+0.3%	+$5.13K	1.11%	29
2025 Q2	$1.57M	Sell	2,538 -6	-0.2%	-$3.43K	1.17%	27
2025 Q1	$1.42M	Buy	2,544 +188	+8%	+$111K	1.21%	27
2024 Q4	$1.38M	Sell	2,356 -10	-0.4%	-$5.89K	1.11%	27
2024 Q3	$1.36M	Buy	2,366 +8	+0.3%	+$4.42K	1.13%	29
2024 Q2	$1.28M	Sell	2,358 -16	-0.7%	-$8.37K	1.15%	28
2024 Q1	$1.24M	Buy	2,374 +29	+1%	+$14.4K	1.2%	28
2023 Q4	$1.11M	Buy	2,345 +9	+0.4%	+$4.01K	1.2%	28
2023 Q3	$999K	Sell	2,336 -10	-0.4%	-$4.45K	1.22%	27
2023 Q2	$1.04M	Buy	2,346 +9	+0.4%	+$3.78K	1.19%	28
2023 Q1	$957K	Sell	2,337 -3	-0.1%	-$1.2K	1.19%	29
2022 Q4	$895K	Buy	2,340 +10	+0.4%	+$3.84K	1.23%	26
2022 Q3	$832K	Buy	2,330 +119	+5%	+$47.3K	1.21%	26
2022 Q2	$834K	Buy	2,211 +97	+5%	+$39.7K	1.14%	27
2022 Q1	$955K	Buy	2,114 +8	+0.4%	+$3.56K	1.12%	29
2021 Q4	$1M	Buy	+2,106	New	+$967K	1.13%	28

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q2 2026, buying an estimated $3.63K and bringing the position to 2,514 shares worth $1.88M. The position accounts for 1.01% of the portfolio, ranked #29.

Fingerlakes Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fingerlakes Wealth Management held 2,514 shares of State Street SPDR S&P 500 ETF Trust worth $1.88M as of Q2 2026.
Fingerlakes Wealth Management bought 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 1.01% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #29 holding.
Fingerlakes Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.