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

MinichMacGregor 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	$7.95M	Buy	10,650 +791	+8%	+$573K	1.21%	36
2026 Q1	$6.41M	Sell	9,859 -229	-2%	-$156K	1.13%	38
2025 Q4	$6.88M	Sell	10,088 -2,600	-20%	-$1.76M	1.25%	31
2025 Q3	$8.45M	Sell	12,688 -4,351	-26%	-$2.79M	1.65%	29
2025 Q2	$10.5M	Sell	17,039 -4,854	-22%	-$2.77M	2.25%	18
2025 Q1	$12.2M	Sell	21,893 -1,509	-6%	-$887K	2.74%	10
2024 Q4	$13.7M	Buy	23,402 +4,194	+22%	+$2.47M	2.85%	7
2024 Q3	$11M	Sell	19,208 -70	-0.4%	-$38.7K	2.36%	12
2024 Q2	$10.5M	Sell	19,278 -144	-0.7%	-$75.4K	2.56%	12
2024 Q1	$10.1M	Sell	19,422 -521	-3%	-$259K	2.59%	10
2023 Q4	$9.48M	Buy	19,943 +7,796	+64%	+$3.47M	2.74%	10
2023 Q3	$5.19M	Buy	12,147 +721	+6%	+$321K	1.72%	20
2023 Q2	$5.06M	Buy	11,426 +339	+3%	+$142K	1.58%	22
2023 Q1	$4.54M	Sell	11,087 -4,502	-29%	-$1.8M	1.5%	20
2022 Q4	$5.96M	Buy	15,589 +1,097	+8%	+$422K	2.15%	14
2022 Q3	$5.18M	Buy	14,492 +2,921	+25%	+$1.16M	2.07%	17
2022 Q2	$4.37M	Buy	11,571 +10,132	+704%	+$4.15M	1.8%	21
2022 Q1	$649K	Buy	1,439 +37	+3%	+$16.5K	0.21%	58
2021 Q4	$666K	Buy	1,402 +659	+89%	+$303K	0.2%	54
2021 Q3	$319K	Sell	743 -15	-2%	-$6.62K	0.11%	64
2021 Q2	$324K	Sell	758 -3	-0.4%	-$1.25K	0.11%	64
2021 Q1	$302K	Sell	761 -627	-45%	-$242K	0.11%	68
2020 Q4	$519K	Buy	1,388 +162	+13%	+$57.5K	0.21%	53
2020 Q3	$410K	Buy	1,226 +162	+15%	+$53.7K	0.19%	48
2020 Q2	$328K	Buy	+1,064	New	+$311K	0.18%	51
2020 Q1	–	Sell	-1,206	Closed	-$388K	–	119
2019 Q4	$388K	Sell	1,206 -500	-29%	-$154K	0.22%	39
2019 Q3	$506K	Buy	1,706 +826	+94%	+$244K	0.34%	35
2019 Q2	$260K	Hold	880	–	–	0.18%	39
2019 Q1	$251K	Sell	880 -6,108	-87%	-$1.66M	0.19%	41
2018 Q4	$1.76M	Buy	6,988 +6,436	+1,166%	+$1.74M	1.2%	29
2018 Q3	$161K	Sell	552 -3	-0.5%	-$854	0.11%	51
2018 Q2	$151K	Sell	555 -165	-23%	-$44.6K	0.11%	53
2018 Q1	$189K	Buy	720 +249	+53%	+$68K	0.15%	42
2017 Q4	$125K	Sell	471 -22	-4%	-$5.72K	0.1%	57
2017 Q3	$124K	Sell	493 -160	-25%	-$39.4K	0.1%	54
2017 Q2	$158K	Buy	653 +147	+29%	+$35.2K	0.14%	47
2017 Q1	$119K	Hold	506	–	–	0.11%	53
2016 Q4	$113K	Sell	506 -20	-4%	-$4.37K	0.11%	56
2016 Q3	$113K	Hold	526	–	–	0.11%	56
2016 Q2	$110K	Hold	526	–	–	0.1%	57
2016 Q1	$108K	Buy	526 +26	+5%	+$5.07K	0.1%	57
2015 Q4	$105K	Buy	+500	New	+$103K	0.1%	61

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

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

MinichMacGregor Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q2 2026, buying an estimated $573K and bringing the position to 10,650 shares worth $7.95M. The position accounts for 1.21% of the portfolio, ranked #36.

MinichMacGregor Wealth Management first reported a position in SPY in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.7M in Q4 2024. 2,280 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

MinichMacGregor Wealth Management held 10,650 shares of State Street SPDR S&P 500 ETF Trust worth $7.95M as of Q2 2026.
MinichMacGregor Wealth Management bought 791 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $573K.
State Street SPDR S&P 500 ETF Trust made up 1.21% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #36 holding.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 42 quarters since.
MinichMacGregor Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $13.7M in Q4 2024.
2,280 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.