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Moneywise Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moneywise Inc’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 		$17.4M Sell
23,276
-881
-4% -$639K 6.48% 3
2026
Q1 		$15.7M Sell
24,157
-260
-1% -$177K 6.86% 2
2025
Q4 		$16.7M Sell
24,417
-1,164
-5% -$787K 6.93% 3
2025
Q3 		$17M Sell
25,581
-770
-3% -$494K 7.71% 3
2025
Q2 		$16.3M Buy
26,351
+1,440
+6% +$823K 7.63% 3
2025
Q1 		$13.9M Buy
24,911
+967
+4% +$568K 7.38% 4
2024
Q4 		$14M Buy
23,944
+3,520
+17% +$2.07M 7.04% 3
2024
Q3 		$11.7M Buy
20,424
+8,225
+67% +$4.55M 5.76% 4
2024
Q2 		$6.64M Buy
12,199
+4,179
+52% +$2.19M 3.52% 9
2024
Q1 		$4.19M Buy
8,020
+5,411
+207% +$2.69M 2.28% 11
2023
Q4 		$1.24M Buy
2,609
+1,954
+298% +$870K 0.71% 23
2023
Q3 		$280K Buy
+655
New +$291K 0.18% 40

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

Moneywise Inc's SPY Position: Q2 2026 in Review

Moneywise Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q2 2026, selling an estimated $639K and leaving 23,276 shares worth $17.4M. The position accounts for 6.48% of the portfolio, ranked #3.

Moneywise Inc first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 1,173 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Moneywise Inc held 23,276 shares of State Street SPDR S&P 500 ETF Trust worth $17.4M as of Q2 2026.
  • Moneywise Inc sold 881 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $639K.
  • State Street SPDR S&P 500 ETF Trust made up 6.48% of Moneywise Inc's portfolio in Q2 2026, its #3 holding.
  • Moneywise Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.