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Foundation Wealth Management (Pennsylvania)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$868K Hold
1,163
– – 0.26% 45
2026
Q1 		$756K Hold
1,163
– – 0.27% 42
2025
Q4 		$793K Hold
1,163
– – 0.29% 43
2025
Q3 		$775K Sell
1,163
-97
-8% -$62.2K 0.3% 45
2025
Q2 		$778K Buy
1,260
+700
+125% +$400K 0.34% 45
2025
Q1 		$313K Hold
560
– – 0.15% 67
2024
Q4 		$328K Buy
+560
New +$330K 0.16% 64

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s SPY Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,163 shares worth $868K. The position accounts for 0.26% of the portfolio, ranked #45.

Foundation Wealth Management (Pennsylvania) first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,679 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 1,163 shares of State Street SPDR S&P 500 ETF Trust worth $868K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.26% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #45 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 2,679 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.