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

Gratus 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 		$5.84M Hold
7,821
– – 0.74% 21
2026
Q1 		$5.09M Sell
7,821
-4,067
-34% -$2.77M 0.74% 21
2025
Q4 		$8.11M Hold
11,888
– – 1.12% 20
2025
Q3 		$7.92M Hold
11,888
– – 1.11% 19
2025
Q2 		$7.35M Buy
11,888
+130
+1% +$74.3K 1.11% 20
2025
Q1 		$6.58M Buy
11,758
+45
+0.4% +$26.4K 1.08% 18
2024
Q4 		$6.86M Hold
11,713
– – 1.1% 20
2024
Q3 		$6.65M Hold
11,713
– – 1.09% 20
2024
Q2 		$6.43M Hold
11,713
– – 1.11% 20
2024
Q1 		$5.85M Buy
11,713
+155
+1% +$77.2K 1.07% 20
2023
Q4 		$5.49M Buy
+11,558
New +$5.15M 1.08% 21

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Gratus Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 7,821 shares worth $5.84M. The position accounts for 0.74% of the portfolio, ranked #21.

Gratus Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.11M in Q4 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Gratus Wealth Advisors held 7,821 shares of State Street SPDR S&P 500 ETF Trust worth $5.84M as of Q2 2026.
  • Gratus Wealth Advisors 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 0.74% of Gratus Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Gratus Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $8.11M in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.