Keyes Stange & Wooten Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Keyes Stange & Wooten Wealth Management’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	$273K	Hold	366	–	–	0.11%	61
2026 Q1	$238K	Hold	366	–	–	0.11%	66
2025 Q4	$250K	Hold	366	–	–	0.12%	60
2025 Q3	$244K	Hold	366	–	–	0.12%	62
2025 Q2	$226K	Hold	366	–	–	0.12%	64
2025 Q1	$205K	Sell	366 -203	-36%	-$119K	0.12%	63
2024 Q4	$333K	Buy	569 +203	+55%	+$120K	0.2%	51
2024 Q3	$210K	Buy	+366	New	+$202K	0.12%	65
2024 Q1	–	Sell	-547	Closed	-$260K	–	65
2023 Q4	$260K	Buy	+547	New	+$244K	0.28%	47

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

Keyes Stange & Wooten Wealth Management's SPY Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 366 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #61.

Keyes Stange & Wooten Wealth Management first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $333K in Q4 2024. 2,791 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 366 shares of State Street SPDR S&P 500 ETF Trust worth $273K as of Q2 2026.
Keyes Stange & Wooten Wealth Management 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 0.11% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #61 holding.
Keyes Stange & Wooten Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Keyes Stange & Wooten Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $333K in Q4 2024.
2,791 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.