Morey & Quinn Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Morey & Quinn Wealth Partners’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	$427K	Buy	572 +65	+13%	+$47.1K	0.27%	90
2026 Q1	$330K	Buy	507 +28	+6%	+$19K	0.23%	96
2025 Q4	$327K	Sell	479 -95	-17%	-$64.2K	0.23%	98
2025 Q3	$383K	Hold	574	–	–	0.28%	86
2025 Q2	$355K	Sell	574 -332	-37%	-$190K	0.28%	87
2025 Q1	$507K	Buy	906 +27	+3%	+$15.9K	0.42%	62
2024 Q4	$515K	Buy	+879	New	+$518K	0.44%	57

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

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

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

Morey & Quinn Wealth Partners's SPY Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $47.1K and bringing the position to 572 shares worth $427K. The position accounts for 0.27% of the portfolio, ranked #90.

Morey & Quinn Wealth Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q4 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Morey & Quinn Wealth Partners held 572 shares of State Street SPDR S&P 500 ETF Trust worth $427K as of Q2 2026.
Morey & Quinn Wealth Partners bought 65 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.1K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #90 holding.
Morey & Quinn Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $515K in Q4 2024.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.