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

FSM 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 		$4.94M Sell
6,609
-468
-7% -$339K 0.53% 33
2026
Q1 		$4.6M Sell
7,077
-514
-7% -$349K 0.59% 30
2025
Q4 		$5.18M Buy
7,591
+923
+14% +$624K 0.71% 28
2025
Q3 		$4.44M Buy
6,668
+373
+6% +$239K 0.63% 33
2025
Q2 		$3.91M Buy
6,295
+2,349
+60% +$1.34M 0.64% 33
2025
Q1 		$2.21M Buy
3,946
+791
+25% +$465K 0.5% 35
2024
Q4 		$1.87M Buy
3,155
+761
+32% +$448K 0.46% 39
2024
Q3 		$1.37M Buy
2,394
+39
+2% +$21.6K 0.36% 45
2024
Q2 		$1.28M Buy
2,355
+4
+0.2% +$2.09K 0.43% 44
2024
Q1 		$1.23M Buy
2,351
+10
+0.4% +$4.98K 0.44% 44
2023
Q4 		$1.11M Sell
2,341
-385
-14% -$172K 0.47% 44
2023
Q3 		$1.17M Buy
2,726
+10
+0.4% +$4.45K 0.59% 40
2023
Q2 		$1.2M Sell
2,716
-990
-27% -$415K 0.6% 40
2023
Q1 		$1.52M Buy
3,706
+2,491
+205% +$994K 0.88% 31
2022
Q4 		$465K Buy
1,215
+66
+6% +$25.4K 0.33% 77
2022
Q3 		$410K Buy
1,149
+24
+2% +$9.53K 0.34% 75
2022
Q2 		$465K Buy
+1,125
New +$461K 0.46% 59

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

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

FSM Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.6% in Q2 2026, selling an estimated $339K and leaving 6,609 shares worth $4.94M. The position accounts for 0.53% of the portfolio, ranked #33.

FSM Wealth Advisors first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.18M in Q4 2025. 2,858 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • FSM Wealth Advisors held 6,609 shares of State Street SPDR S&P 500 ETF Trust worth $4.94M as of Q2 2026.
  • FSM Wealth Advisors sold 468 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $339K.
  • State Street SPDR S&P 500 ETF Trust made up 0.53% of FSM Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • FSM Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.18M in Q4 2025.
  • 2,858 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.