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

Grey Fox 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 		$1.28M Buy
1,705
+353
+26% +$256K 0.2% 63
2026
Q1 		$882K Buy
1,352
+77
+6% +$52.4K 0.17% 71
2025
Q4 		$872K Sell
1,275
-73
-5% -$49.3K 0.18% 71
2025
Q3 		$900K Sell
1,348
-97
-7% -$62.2K 0.18% 69
2025
Q2 		$896K Sell
1,445
-313
-18% -$179K 0.21% 64
2025
Q1 		$987K Sell
1,758
-128
-7% -$75.2K 0.26% 54
2024
Q4 		$1.11M Sell
1,886
-58
-3% -$34.2K 0.3% 52
2024
Q3 		$1.12M Sell
1,944
-44
-2% -$24.3K 0.31% 49
2024
Q2 		$1.09M Sell
1,988
-163
-8% -$85.3K 0.38% 41
2024
Q1 		$1.13M Buy
2,151
+825
+62% +$411K 0.42% 37
2023
Q4 		$633K Buy
1,326
+211
+19% +$94K 0.28% 54
2023
Q3 		$478K Sell
1,115
-4
-0.4% -$1.78K 0.24% 63
2023
Q2 		$498K Sell
1,119
-94
-8% -$39.5K 0.26% 63
2023
Q1 		$499K Hold
1,213
– – 0.29% 55
2022
Q4 		$464K Buy
+1,213
New +$466K 0.31% 55

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Grey Fox Wealth Advisors's SPY Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q2 2026, buying an estimated $256K and bringing the position to 1,705 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #63.

Grey Fox Wealth Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Grey Fox Wealth Advisors held 1,705 shares of State Street SPDR S&P 500 ETF Trust worth $1.28M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 353 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $256K.
  • State Street SPDR S&P 500 ETF Trust made up 0.2% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Grey Fox Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.