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

MKD Wealth Coaches’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 		$258K Buy
+345
New +$250K 0.22% 25
2019
Q3 		– Sell
-17,181
Closed -$222K – 180
2019
Q2 		$222K Buy
+17,181
New +$4.95M 0.2% 45

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

MKD Wealth Coaches's SPY Position: Q2 2026 in Review

MKD Wealth Coaches opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 345 shares worth $258K. The stake represents 0.22% of the portfolio and ranks #25 among its holdings. This is a return to the name: MKD Wealth Coaches previously reported a position in SPY as recently as Q2 2019.

MKD Wealth Coaches first reported a position in SPY in Q2 2019 and has held it in 2 quarters since. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • MKD Wealth Coaches held 345 shares of State Street SPDR S&P 500 ETF Trust worth $258K as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new MKD Wealth Coaches position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.22% of MKD Wealth Coaches's portfolio in Q2 2026, its #25 holding.
  • MKD Wealth Coaches first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 2 quarters since.
  • 1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.