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Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$17.1M Sell
22,864
-412
-2% -$299K 1.65% 13
2026
Q1 		$17.2M Buy
23,276
+727
+3% +$494K 1.7% 12
2025
Q4 		$15.4M Sell
22,549
-508
-2% -$343K 2.03% 12
2025
Q3 		$15.4M Sell
23,057
-50
-0.2% -$32.1K 2.15% 11
2025
Q2 		$14.3M Buy
23,107
+627
+3% +$358K 2.13% 11
2025
Q1 		$12.6M Sell
22,480
-330
-1% -$194K 1.97% 13
2024
Q4 		$13.4M Buy
22,810
+165
+0.7% +$97.2K 2.09% 12
2024
Q3 		$13M Buy
22,645
+178
+0.8% +$98.4K 2.07% 11
2024
Q2 		$12.2M Sell
22,467
-144
-0.6% -$75.4K 2.12% 10
2024
Q1 		$11.8M Sell
22,611
-414
-2% -$206K 2.02% 13
2023
Q4 		$10.9M Buy
23,025
+2,114
+10% +$942K 2.08% 9
2023
Q3 		$8.94M Sell
20,911
-2,781
-12% -$1.24M 1.89% 13
2023
Q2 		$10.5M Sell
23,692
-266
-1% -$112K 2.1% 8
2023
Q1 		$9.81M Buy
23,958
+763
+3% +$304K 2.07% 7
2022
Q4 		$8.87M Buy
23,195
+870
+4% +$334K 2.01% 11
2022
Q3 		$7.97M Buy
22,325
+2,525
+13% +$1M 1.99% 11
2022
Q2 		$7.47M Sell
19,800
-2,915
-13% -$1.19M 1.81% 14
2022
Q1 		$10.3M Sell
22,715
-258
-1% -$115K 2.16% 8
2021
Q4 		$10.9M Sell
22,973
-145
-0.6% -$66.6K 2.24% 8
2021
Q3 		$9.92M Sell
23,118
-1,002
-4% -$442K 2.19% 9
2021
Q2 		$10.3M Sell
24,120
-305
-1% -$127K 2.23% 8
2021
Q1 		$9.68M Sell
24,425
-649
-3% -$250K 2.35% 7
2020
Q4 		$9.38M Buy
25,074
+150
+0.6% +$53.2K 2.44% 6
2020
Q3 		$8.35M Buy
24,924
+260
+1% +$86.2K 2.49% 6
2020
Q2 		$7.61M Sell
24,664
-325
-1% -$95.1K 2.5% 6
2020
Q1 		$6.44M Buy
24,989
+10
+0% +$3.05K 2.42% 7
2019
Q4 		$8.04M Buy
24,979
+16
+0.1% +$4.93K 2.53% 6
2019
Q3 		$7.41M Sell
24,963
-136
-0.5% -$40.2K 2.53% 6
2019
Q2 		$7.35M Sell
25,099
-429
-2% -$124K 2.59% 6
2019
Q1 		$7.21M Sell
25,528
-640
-2% -$174K 2.64% 6
2018
Q4 		$6.54M Buy
+26,168
New +$7.06M 2.63% 5

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SPY Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, selling an estimated $299K and leaving 22,864 shares worth $17.1M. The position accounts for 1.65% of the portfolio, ranked #13.

Laurel Wealth Advisors (North Carolina) first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.2M in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 22,864 shares of State Street SPDR S&P 500 ETF Trust worth $17.1M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 412 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $299K.
  • State Street SPDR S&P 500 ETF Trust made up 1.65% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #13 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P 500 ETF Trust position peaked at $17.2M in Q1 2026.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.