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

FSC 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	–	Sell	-1,017	Closed	-$661K	–	12
2026 Q1	$661K	Sell	1,017 -10,182	-91%	-$6.92M	12.63%	1
2025 Q4	$7.64M	Sell	11,199 -17,058	-60%	-$11.5M	12.39%	1
2025 Q3	$18.8M	Buy	28,257 +689	+2%	+$442K	10.86%	1
2025 Q2	$17M	Buy	27,568 +3,543	+15%	+$2.03M	10.74%	1
2025 Q1	$13.4M	Sell	24,025 -6,772	-22%	-$3.98M	8.82%	1
2024 Q4	$18M	Buy	30,797 +1,185	+4%	+$698K	11.62%	1
2024 Q3	$17M	Buy	29,612 +735	+3%	+$406K	12.2%	1
2024 Q2	$15.7M	Buy	28,877 +641	+2%	+$335K	11.6%	1
2024 Q1	$14.8M	Sell	28,236 -298	-1%	-$148K	10.39%	1
2023 Q4	$13.6M	Buy	28,534 +12,997	+84%	+$5.79M	9.93%	1
2023 Q3	$6.64M	Sell	15,537 -6,963	-31%	-$3.1M	6.89%	5
2023 Q2	$9.97M	Buy	22,500 +21,484	+2,115%	+$9.02M	8.97%	4
2023 Q1	$415K	Sell	1,016 -81	-7%	-$32.3K	0.66%	10
2022 Q4	$419K	Sell	1,097 -34	-3%	-$13.1K	0.72%	10
2022 Q3	$404K	Buy	1,131 +134	+13%	+$53.2K	3.89%	5
2022 Q2	$376K	Sell	997 -30,170	-97%	-$12.4M	3.33%	6
2022 Q1	$14.1M	Sell	31,167 -22,557	-42%	-$10M	13.35%	3
2021 Q4	$25.5M	Buy	+53,724	New	+$24.7M	17.29%	1

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

FSC Wealth Advisors's SPY Position: Q2 2026 in Review

FSC Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 1,017 shares — an estimated $661K sold.

FSC Wealth Advisors first reported a position in SPY in Q4 2021 and held it in 18 quarters. The position peaked at $25.5M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

FSC Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
FSC Wealth Advisors sold 1,017 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $661K.
FSC Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 18 quarters.
FSC Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $25.5M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on FSC Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.