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

Moulton 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	$346K	Buy	462 +1	+0.2%	+$725	0.23%	61
2026 Q1	$302K	Buy	461 +1	+0.2%	+$680	0.21%	47
2025 Q4	$314K	Buy	460 +2	+0.4%	+$1.35K	0.3%	39
2025 Q3	$305K	Buy	458 +1	+0.2%	+$641	0.22%	43
2025 Q2	$286K	Sell	457 -10	-2%	-$5.72K	0.22%	36
2025 Q1	$261K	Buy	467 +1	+0.2%	+$588	0.2%	33
2024 Q4	$273K	Sell	466 -26	-5%	-$15.3K	0.21%	42
2024 Q3	$282K	Buy	492 +1	+0.2%	+$553	0.24%	38
2024 Q2	$275K	Buy	491 +2	+0.4%	+$1.05K	0.25%	27
2024 Q1	$256K	Hold	489	–	–	0.27%	22
2023 Q4	$232K	Buy	+489	New	+$218K	0.3%	18

Other funds holding SPY

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

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

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 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

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

Moulton Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q2 2026, buying an estimated $725 and bringing the position to 462 shares worth $346K. The position accounts for 0.23% of the portfolio, ranked #61.

Moulton Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,306 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Moulton Wealth Management held 462 shares of State Street SPDR S&P 500 ETF Trust worth $346K as of Q2 2026.
Moulton Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Moulton Wealth Management's portfolio in Q2 2026, its #61 holding.
Moulton Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,306 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.