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

Marion 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	$1.33M	Sell	1,777 -8	-0.4%	-$5.8K	0.27%	79
2026 Q1	$1.16M	Buy	1,785 +17	+1%	+$11.6K	0.26%	79
2025 Q4	$1.22M	Sell	1,768 -196	-10%	-$132K	0.27%	73
2025 Q3	$1.31M	Buy	1,964 +18	+0.9%	+$11.5K	0.31%	70
2025 Q2	$1.2M	Buy	1,946 +40	+2%	+$22.9K	0.3%	70
2025 Q1	$1.07M	Buy	1,906 +36	+2%	+$21.2K	0.28%	73
2024 Q4	$1.1M	Buy	1,870 +4	+0.2%	+$2.36K	0.29%	73
2024 Q3	$1.07M	Buy	1,866 +17	+0.9%	+$9.4K	0.29%	74
2024 Q2	$1.01M	Sell	1,849 -74	-4%	-$38.7K	0.3%	70
2024 Q1	$1.01M	Buy	1,923 +356	+23%	+$177K	0.3%	69
2023 Q4	$745K	Buy	1,567 +181	+13%	+$80.6K	0.24%	76
2023 Q3	$592K	Buy	1,386 +313	+29%	+$139K	0.21%	78
2023 Q2	$476K	Sell	1,073 -98	-8%	-$41.1K	0.17%	82
2023 Q1	$479K	Buy	1,171 +4	+0.3%	+$1.6K	0.18%	83
2022 Q4	$446K	Buy	1,167 +10	+0.9%	+$3.84K	0.19%	82
2022 Q3	$413K	Buy	1,157 +147	+15%	+$58.4K	0.21%	81
2022 Q2	$381K	Buy	+1,010	New	+$414K	0.2%	85
2022 Q1	–	Sell	-72	Closed	-$34K	–	97
2021 Q4	$34K	Buy	+72	New	+$33.1K	0.02%	99

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Marion Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.45% in Q2 2026, selling an estimated $5.8K and leaving 1,777 shares worth $1.33M. The position accounts for 0.27% of the portfolio, ranked #79.

Marion Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 890 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Marion Wealth Management held 1,777 shares of State Street SPDR S&P 500 ETF Trust worth $1.33M as of Q2 2026.
Marion Wealth Management sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Marion Wealth Management's portfolio in Q2 2026, its #79 holding.
Marion Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.