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

Meadowbrook 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 		$699K Hold
937
– – 0.75% 31
2026
Q1 		$609K Hold
937
– – 0.81% 36
2025
Q4 		$639K Buy
937
+82
+10% +$55.4K 0.73% 35
2025
Q3 		$570K Buy
+855
New +$548K 0.59% 39

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Meadowbrook Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 937 shares worth $699K. The position accounts for 0.75% of the portfolio, ranked #31.

Meadowbrook Wealth Management first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 2,372 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Meadowbrook Wealth Management held 937 shares of State Street SPDR S&P 500 ETF Trust worth $699K as of Q2 2026.
  • Meadowbrook Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.75% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Meadowbrook Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 2,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.