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

Maia Wealth’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	$2.58M	Sell	3,456 -21	-0.6%	-$15.2K	0.38%	80
2026 Q1	$2.26M	Sell	3,477 -253	-7%	-$172K	0.38%	80
2025 Q4	$2.54M	Buy	3,730 +131	+4%	+$88.5K	0.43%	62
2025 Q3	$2.45M	Sell	3,599 -376	-9%	-$241K	0.41%	66
2025 Q2	$2.46M	Buy	3,975 +16	+0.4%	+$9.15K	0.47%	56
2025 Q1	$2.13M	Buy	3,959 +560	+16%	+$329K	0.48%	54
2024 Q4	$2.04M	Sell	3,399 -50	-1%	-$29.5K	0.44%	54
2024 Q3	$2M	Buy	3,449 +87	+3%	+$48.1K	0.49%	50
2024 Q2	$1.89M	Buy	+3,362	New	+$1.76M	0.57%	47
2023 Q4	$1.64M	Buy	+3,449	New	+$1.54M	0.66%	37

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Maia Wealth's SPY Position: Q2 2026 in Review

Maia Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.6% in Q2 2026, selling an estimated $15.2K and leaving 3,456 shares worth $2.58M. The position accounts for 0.38% of the portfolio, ranked #80.

Maia Wealth first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 1,976 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Maia Wealth held 3,456 shares of State Street SPDR S&P 500 ETF Trust worth $2.58M as of Q2 2026.
Maia Wealth sold 21 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Maia Wealth's portfolio in Q2 2026, its #80 holding.
Maia Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
1,976 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.