MWM
SPY icon

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 		$1.12M Buy
+1,500
New +$1.09M 0.23% 81
2022
Q1 		– Sell
-500
Closed -$220K – 98
2021
Q4 		$220K Buy
+500
New +$230K 0.1% 96

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 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

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. 906 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.
  • 906 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.