FSM Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
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. 4,641 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.
- 4,641 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.