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

Koa 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	$373K	Sell	500 -5	-1%	-$3.63K	0.25%	47
2026 Q1	$328K	Sell	505 -78	-13%	-$53K	0.24%	47
2025 Q4	$398K	Sell	583 -86	-13%	-$58.1K	0.27%	48
2025 Q3	$446K	Buy	669 +142	+27%	+$91K	0.33%	48
2025 Q2	$326K	Buy	527 +99	+23%	+$56.6K	0.26%	47
2025 Q1	$239K	Buy	428 +32	+8%	+$18.8K	0.19%	45
2024 Q4	$232K	Sell	396 -107	-21%	-$63K	0.19%	47
2024 Q3	$289K	Sell	503 -10	-2%	-$5.53K	0.22%	44
2024 Q2	$279K	Buy	513 +50	+11%	+$26.2K	0.24%	45
2024 Q1	$242K	Buy	+463	New	+$231K	0.22%	45

Other funds holding SPY

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

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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 $44.6B AUM 28.94% 1-Year Est. Return

Koa Wealth Management's SPY Position: Q2 2026 in Review

Koa Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.99% in Q2 2026, selling an estimated $3.63K and leaving 500 shares worth $373K. The position accounts for 0.25% of the portfolio, ranked #47.

Koa Wealth Management first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $446K in Q3 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Koa Wealth Management held 500 shares of State Street SPDR S&P 500 ETF Trust worth $373K as of Q2 2026.
Koa Wealth Management sold 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Koa Wealth Management's portfolio in Q2 2026, its #47 holding.
Koa Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
Koa Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $446K in Q3 2025.
2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.