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

Marshall & Sterling Wealth Advisors’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 		$1.64M Buy
2,198
+285
+15% +$207K 0.97% 25
2026
Q1 		$1.24M Sell
1,913
-199
-9% -$135K 0.81% 32
2025
Q4 		$1.44M Sell
2,112
-135
-6% -$91.2K 0.95% 24
2025
Q3 		$1.5M Sell
2,247
-212
-9% -$136K 0.96% 24
2025
Q2 		$1.52M Sell
2,459
-357
-13% -$204K 1.03% 26
2025
Q1 		$1.58M Hold
2,816
– – 1.07% 27
2024
Q4 		$1.65M Buy
+2,816
New +$1.66M 1.14% 24

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SPY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, buying an estimated $207K and bringing the position to 2,198 shares worth $1.64M. The position accounts for 0.97% of the portfolio, ranked #25.

Marshall & Sterling Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 2,198 shares of State Street SPDR S&P 500 ETF Trust worth $1.64M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 285 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $207K.
  • State Street SPDR S&P 500 ETF Trust made up 0.97% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.65M in Q4 2024.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.