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
2016 Q2	–	Sell	-15,300	Closed	-$3.14M	–	75
2016 Q1	$3.14M	Sell	15,300 -2,100	-12%	-$410K	2.32%	14
2015 Q4	$3.55M	Hold	17,400	–	–	2.65%	13
2015 Q3	$846K	Buy	+17,400	New	+$3.53M	0.69%	35

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. 1,828 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.
1,828 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.