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

Mine & Arao Wealth Creation & 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 		$41.7M Sell
55,886
-72
-0.1% -$52.2K 15.13% 2
2026
Q1 		$36.4M Sell
55,958
-1,274
-2% -$866K 15.27% 2
2025
Q4 		$39M Buy
57,232
+33
+0.1% +$22.3K 15.27% 2
2025
Q3 		$38.1M Buy
57,199
+551
+1% +$353K 15.48% 2
2025
Q2 		$35M Sell
56,648
-426
-0.7% -$244K 15.62% 2
2025
Q1 		$31.9M Sell
57,074
-719
-1% -$423K 15.57% 2
2024
Q4 		$33.9M Sell
57,793
-2,653
-4% -$1.56M 15.52% 2
2024
Q3 		$34.7M Buy
60,446
+770
+1% +$426K 16.1% 2
2024
Q2 		$32.5M Sell
59,676
-294
-0.5% -$154K 15.81% 2
2024
Q1 		$31.4M Buy
59,970
+1,071
+2% +$533K 15.52% 2
2023
Q4 		$28M Buy
58,899
+266
+0.5% +$118K 15.14% 2
2023
Q3 		$25.1M Buy
58,633
+1,131
+2% +$503K 15.24% 2
2023
Q2 		$25.5M Buy
57,502
+283
+0.5% +$119K 14.91% 2
2023
Q1 		$23.4M Buy
57,219
+2,844
+5% +$1.13M 15.03% 2
2022
Q4 		$20.8M Sell
54,375
-2,595
-5% -$997K 15.39% 2
2022
Q3 		$20.3M Buy
56,970
+822
+1% +$326K 14.98% 2
2022
Q2 		$21.2M Buy
56,148
+344
+0.6% +$141K 14.88% 2
2022
Q1 		$25.2M Buy
55,804
+581
+1% +$259K 14.77% 2
2021
Q4 		$26.2M Buy
55,223
+1,381
+3% +$634K 14.46% 2
2021
Q3 		$23.1M Buy
53,842
+621
+1% +$274K 13.84% 2
2021
Q2 		$22.8M Buy
53,221
+264
+0.5% +$110K 13.75% 2
2021
Q1 		$21M Buy
52,957
+658
+1% +$254K 13.99% 2
2020
Q4 		$19.6M Buy
52,299
+382
+0.7% +$136K 14.04% 2
2020
Q3 		$17.4M Buy
51,917
+28
+0.1% +$9.28K 14.31% 2
2020
Q2 		$16M Sell
51,889
-68
-0.1% -$19.9K 15.01% 2
2020
Q1 		$13.4M Sell
51,957
-2,175
-4% -$663K 15.53% 2
2019
Q4 		$17.4M Buy
+54,132
New +$16.7M 16.34% 2

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SPY Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q2 2026, selling an estimated $52.2K and leaving 55,886 shares worth $41.7M. The position accounts for 15.13% of the portfolio, ranked #2.

Mine & Arao Wealth Creation & Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 55,886 shares of State Street SPDR S&P 500 ETF Trust worth $41.7M as of Q2 2026.
  • Mine & Arao Wealth Creation & Management sold 72 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $52.2K.
  • State Street SPDR S&P 500 ETF Trust made up 15.13% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #2 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.