Moss Adams Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moss Adams Wealth Advisors’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	$4.12M	Sell	5,507 -147	-3%	-$107K	0.26%	33
2026 Q1	$3.69M	Sell	5,654 -177	-3%	-$120K	0.27%	31
2025 Q4	$3.99M	Sell	5,831 -524	-8%	-$354K	0.29%	28
2025 Q3	$4.24M	Buy	6,355 +2,383	+60%	+$1.53M	0.33%	25
2025 Q2	$2.46M	Buy	3,972 +89	+2%	+$50.9K	0.22%	42
2025 Q1	$2.18M	Buy	3,883 +18	+0.5%	+$10.6K	0.23%	38
2024 Q4	$2.27M	Sell	3,865 -7	-0.2%	-$4.12K	0.24%	32
2024 Q3	$2.23M	Buy	3,872 +7	+0.2%	+$3.87K	0.24%	33
2024 Q2	$2.11M	Buy	3,865 +89	+2%	+$46.6K	0.29%	29
2024 Q1	$1.98M	Sell	3,776 -298	-7%	-$148K	0.32%	30
2023 Q4	$1.95M	Sell	4,074 -410	-9%	-$183K	0.41%	25
2023 Q3	$1.92M	Sell	4,484 -198	-4%	-$88.1K	0.66%	16
2023 Q2	$2.08M	Sell	4,682 -198	-4%	-$83.1K	0.68%	19
2023 Q1	$2.01M	Buy	4,880 +258	+6%	+$103K	0.68%	18
2022 Q4	$1.78M	Buy	+4,622	New	+$1.78M	0.89%	20

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 $43.3B AUM 29.3% 1-Year Est. Return

Moss Adams Wealth Advisors's SPY Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, selling an estimated $107K and leaving 5,507 shares worth $4.12M. The position accounts for 0.26% of the portfolio, ranked #33.

Moss Adams Wealth Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.24M in Q3 2025. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Moss Adams Wealth Advisors held 5,507 shares of State Street SPDR S&P 500 ETF Trust worth $4.12M as of Q2 2026.
Moss Adams Wealth Advisors sold 147 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $107K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Moss Adams Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.24M in Q3 2025.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.