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

Juncture Wealth Strategies’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	$4.52M	Buy	6,048 +139	+2%	+$101K	1.18%	17
2026 Q1	$3.84M	Sell	5,909 -663	-10%	-$451K	1.28%	16
2025 Q4	$4.48M	Buy	6,572 +63	+1%	+$42.6K	1.48%	12
2025 Q3	$4.34M	Sell	6,509 -146	-2%	-$93.6K	1.45%	12
2025 Q2	$4.11M	Buy	6,655 +54	+0.8%	+$30.9K	1.46%	14
2025 Q1	$3.69M	Sell	6,601 -878	-12%	-$516K	1.43%	13
2024 Q4	$4.38M	Buy	7,479 +286	+4%	+$169K	1.63%	11
2024 Q3	$4.13M	Sell	7,193 -970	-12%	-$536K	1.6%	13
2024 Q2	$4.44M	Sell	8,163 -181	-2%	-$94.7K	1.86%	10
2024 Q1	$4.36M	Sell	8,344 -166	-2%	-$82.6K	1.88%	11
2023 Q4	$4.04M	Buy	8,510 +476	+6%	+$212K	1.84%	15
2023 Q3	$3.43M	Sell	8,034 -2,947	-27%	-$1.31M	1.68%	15
2023 Q2	$4.87M	Sell	10,981 -2,169	-16%	-$910K	2.28%	11
2023 Q1	$1.49M	Buy	13,150 +8,859	+206%	+$3.53M	0.74%	29
2022 Q4	$1.64M	Sell	4,291 -4,038	-48%	-$1.55M	0.78%	30
2022 Q3	$2.98M	Sell	8,329 -2,051	-20%	-$815K	1.48%	20
2022 Q2	$3.92M	Sell	10,380 -5,543	-35%	-$2.27M	1.93%	17
2022 Q1	$7.19M	Buy	15,923 +13,810	+654%	+$6.15M	3.42%	7
2021 Q4	$1M	Buy	2,113 +718	+51%	+$330K	0.48%	47
2021 Q3	$599K	Buy	1,395 +3	+0.2%	+$1.32K	0.32%	63
2021 Q2	$616K	Buy	1,392 +15	+1%	+$6.26K	0.35%	63
2021 Q1	$544K	Sell	1,377 -1,586	-54%	-$612K	0.34%	65
2020 Q4	$1.11M	Buy	2,963 +122	+4%	+$43.3K	0.7%	36
2020 Q3	$951K	Sell	2,841 -955	-25%	-$316K	0.66%	37
2020 Q2	$1.17M	Sell	3,796 -1,416	-27%	-$414K	0.88%	26
2020 Q1	$1.34M	Buy	5,212 +2,201	+73%	+$671K	1.24%	19
2019 Q4	$969K	Sell	3,011 -11	-0.4%	-$3.39K	0.75%	38
2019 Q3	$897K	Sell	3,022 -537	-15%	-$159K	0.79%	37
2019 Q2	$1.04M	Sell	3,559 -1,955	-35%	-$563K	0.84%	36
2019 Q1	$1.56M	Sell	5,514 -4,655	-46%	-$1.26M	1.2%	21
2018 Q4	$2.54M	Buy	+10,169	New	+$2.74M	1.71%	15

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Juncture Wealth Strategies's SPY Position: Q2 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, buying an estimated $101K and bringing the position to 6,048 shares worth $4.52M. The position accounts for 1.18% of the portfolio, ranked #17.

Juncture Wealth Strategies first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.19M in Q1 2022. 1,827 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Juncture Wealth Strategies held 6,048 shares of State Street SPDR S&P 500 ETF Trust worth $4.52M as of Q2 2026.
Juncture Wealth Strategies bought 139 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $101K.
State Street SPDR S&P 500 ETF Trust made up 1.18% of Juncture Wealth Strategies's portfolio in Q2 2026, its #17 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Juncture Wealth Strategies's State Street SPDR S&P 500 ETF Trust position peaked at $7.19M in Q1 2022.
1,827 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.