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

Martel 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	$1.03M	Buy	1,375 +92	+7%	+$66.7K	0.16%	28
2026 Q1	$834K	Sell	1,283 -1,107	-46%	-$753K	0.14%	30
2025 Q4	$1.63M	Sell	2,390 -27	-1%	-$18.2K	0.28%	28
2025 Q3	$1.61M	Sell	2,417 -6	-0.2%	-$3.85K	0.28%	27
2025 Q2	$1.5M	Buy	2,423 +302	+14%	+$173K	0.28%	27
2025 Q1	$1.19M	Sell	2,121 -350	-14%	-$206K	0.24%	27
2024 Q4	$1.45M	Sell	2,471 -58	-2%	-$34.2K	0.28%	28
2024 Q3	$1.45M	Sell	2,529 -86	-3%	-$47.6K	0.3%	26
2024 Q2	$1.42M	Sell	2,615 -639	-20%	-$334K	0.31%	27
2024 Q1	$1.7M	Sell	3,254 -1,999	-38%	-$995K	0.37%	26
2023 Q4	$2.5M	Sell	5,253 -279	-5%	-$124K	0.57%	21
2023 Q3	$2.36M	Sell	5,532 -91	-2%	-$40.5K	0.59%	21
2023 Q2	$2.49M	Sell	5,623 -111	-2%	-$46.6K	0.6%	20
2023 Q1	$2.35M	Sell	5,734 -58	-1%	-$23.1K	0.6%	22
2022 Q4	$2.22M	Buy	5,792 +642	+12%	+$247K	0.6%	23
2022 Q3	$1.84M	Buy	5,150 +56	+1%	+$22.2K	0.53%	25
2022 Q2	$1.92M	Sell	5,094 -147	-3%	-$60.2K	0.52%	23
2022 Q1	$2.37M	Sell	5,241 -53	-1%	-$23.6K	0.58%	21
2021 Q4	$2.51M	Sell	5,294 -100	-2%	-$45.9K	0.6%	20
2021 Q3	$2.31M	Sell	5,394 -133	-2%	-$58.7K	0.58%	21
2021 Q2	$2.37M	Sell	5,527 -173	-3%	-$72.2K	0.6%	21
2021 Q1	$2.26M	Sell	5,700 -136	-2%	-$52.4K	0.63%	21
2020 Q4	$2.18M	Buy	5,836 +546	+10%	+$194K	0.63%	21
2020 Q3	$1.77M	Sell	5,290 -134	-2%	-$44.4K	0.57%	19
2020 Q2	$1.67M	Buy	5,424 +72	+1%	+$21.1K	0.58%	18
2020 Q1	$1.38M	Sell	5,352 -112	-2%	-$34.2K	0.54%	20
2019 Q4	$1.76M	Sell	5,464 -425	-7%	-$131K	0.61%	19
2019 Q3	$1.75M	Sell	5,889 -89	-1%	-$26.3K	0.63%	18
2019 Q2	$1.75M	Sell	5,978 -126	-2%	-$36.3K	0.64%	18
2019 Q1	$1.72M	Sell	6,104 -1,848	-23%	-$502K	0.65%	20
2018 Q4	$1.99M	Sell	7,952 -53	-0.7%	-$14.3K	0.82%	17
2018 Q3	$2.33M	Buy	+8,005	New	+$2.28M	0.89%	17

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

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

Martel Wealth Advisors's SPY Position: Q2 2026 in Review

Martel Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.2% in Q2 2026, buying an estimated $66.7K and bringing the position to 1,375 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #28.

Martel Wealth Advisors first reported a position in SPY in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.51M in Q4 2021. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Martel Wealth Advisors held 1,375 shares of State Street SPDR S&P 500 ETF Trust worth $1.03M as of Q2 2026.
Martel Wealth Advisors bought 92 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $66.7K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Martel Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Martel Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 32 quarters since.
Martel Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.51M in Q4 2021.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.