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

Foster Victor 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	$10.7M	Sell	14,258 -8,863	-38%	-$6.43M	0.56%	78
2026 Q1	$16.1M	Buy	23,121 +11,563	+100%	+$7.86M	0.92%	44
2025 Q4	$7.99M	Buy	11,558 +2,025	+21%	+$1.37M	0.47%	86
2025 Q3	$6.38M	Buy	9,533 +6,893	+261%	+$4.42M	0.4%	93
2025 Q2	$1.65M	Buy	2,640 +316	+14%	+$181K	0.11%	108
2025 Q1	$1.24M	Sell	2,324 -9,843	-81%	-$5.79M	0.1%	108
2024 Q4	$7.27M	Buy	12,167 +2,282	+23%	+$1.34M	0.56%	73
2024 Q3	$5.71M	Sell	9,885 -204	-2%	-$113K	0.46%	88
2024 Q2	$5.7M	Buy	10,089 +72	+0.7%	+$37.7K	0.48%	83
2024 Q1	$5.19M	Sell	10,017 -1,557	-13%	-$775K	0.47%	71
2023 Q4	$5.49M	Buy	11,574 +546	+5%	+$243K	0.56%	66
2023 Q3	$4.74M	Sell	11,028 -612	-5%	-$272K	0.55%	65
2023 Q2	$5.16M	Buy	11,640 +10,410	+846%	+$4.37M	0.57%	60
2023 Q1	$502K	Sell	1,230 -110	-8%	-$43.9K	0.06%	107
2022 Q4	$520K	Buy	1,340 +184	+16%	+$70.7K	0.07%	101
2022 Q3	$432K	Buy	1,156 +8	+0.7%	+$3.18K	0.06%	103
2022 Q2	$440K	Buy	1,148 +284	+33%	+$116K	0.07%	100
2022 Q1	$386K	Sell	864 -10,298	-92%	-$4.58M	0.05%	101
2021 Q4	$5.26M	Buy	11,162 +886	+9%	+$407K	0.72%	55
2021 Q3	$4.41M	Buy	10,276 +9,342	+1,000%	+$4.12M	0.71%	51
2021 Q2	$400K	Sell	934 -8,694	-90%	-$3.63M	0.07%	108
2021 Q1	$3.98M	Buy	9,628 +8,595	+832%	+$3.31M	0.74%	41
2020 Q4	$386K	Sell	1,033 -8,092	-89%	-$2.87M	0.09%	103
2020 Q3	$3.06M	Buy	+9,125	New	+$3.02M	0.83%	40

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Foster Victor Wealth Advisors's SPY Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 38% in Q2 2026, selling an estimated $6.43M and leaving 14,258 shares worth $10.7M. The position accounts for 0.56% of the portfolio, ranked #78.

Foster Victor Wealth Advisors first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.1M in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Foster Victor Wealth Advisors held 14,258 shares of State Street SPDR S&P 500 ETF Trust worth $10.7M as of Q2 2026.
Foster Victor Wealth Advisors sold 8,863 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.43M.
State Street SPDR S&P 500 ETF Trust made up 0.56% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Foster Victor Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
Foster Victor Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $16.1M in Q1 2026.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.