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

Heritage Wealth Architects’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	$747K	Buy	997 +27	+3%	+$19.6K	0.3%	38
2026 Q1	$699K	Buy	970 +381	+65%	+$259K	0.29%	40
2025 Q4	$406K	Buy	589 +77	+15%	+$52K	0.19%	55
2025 Q3	$341K	Buy	512 +162	+46%	+$104K	0.21%	46
2025 Q2	$216K	Buy	+350	New	+$200K	0.16%	48

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Heritage Wealth Architects's SPY Position: Q2 2026 in Review

Heritage Wealth Architects increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q2 2026, buying an estimated $19.6K and bringing the position to 997 shares worth $747K. The position accounts for 0.3% of the portfolio, ranked #38.

Heritage Wealth Architects first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 1,181 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Heritage Wealth Architects held 997 shares of State Street SPDR S&P 500 ETF Trust worth $747K as of Q2 2026.
Heritage Wealth Architects bought 27 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $19.6K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Heritage Wealth Architects's portfolio in Q2 2026, its #38 holding.
Heritage Wealth Architects first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
1,181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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