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N.E.W. Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

N.E.W. Advisory Services’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 		$1.72M Buy
2,307
+15
+0.7% +$10.9K 0.12% 76
2026
Q1 		$1.49M Sell
2,292
-16
-0.7% -$10.9K 0.11% 77
2025
Q4 		$1.57M Buy
2,308
+12
+0.5% +$8.11K 0.12% 75
2025
Q3 		$1.53M Buy
2,296
+32
+1% +$20.5K 0.14% 59
2025
Q2 		$1.4M Sell
2,264
-173
-7% -$98.9K 0.14% 58
2025
Q1 		$1.36M Buy
2,437
+196
+9% +$115K 0.1% 75
2024
Q4 		$1.31M Buy
2,241
+14
+0.6% +$8.25K 0.12% 71
2024
Q3 		$1.28M Buy
2,227
+79
+4% +$43.7K 0.13% 66
2024
Q2 		$1.17M Buy
2,148
+66
+3% +$34.5K 0.13% 66
2024
Q1 		$1.09M Buy
2,082
+5
+0.2% +$2.49K 0.12% 69
2023
Q4 		$987K Buy
2,077
+106
+5% +$47.2K 0.12% 68
2023
Q3 		$843K Buy
1,971
+1
+0.1% +$445 0.12% 72
2023
Q2 		$873K Buy
1,970
+30
+2% +$12.6K 0.12% 60
2023
Q1 		$794K Sell
1,940
-9
-0.5% -$3.59K 0.12% 66
2022
Q4 		$745K Buy
1,949
+78
+4% +$30K 0.12% 65
2022
Q3 		$668K Buy
1,871
+685
+58% +$272K 0.12% 67
2022
Q2 		$447K Sell
1,186
-193
-14% -$79.1K 0.08% 76
2022
Q1 		$547K Buy
1,379
+94
+7% +$41.8K 0.1% 76
2021
Q4 		$611K Sell
1,285
-95
-7% -$43.6K 0.09% 70
2021
Q3 		$593K Buy
1,380
+1
+0.1% +$441 0.1% 74
2021
Q2 		$591K Hold
1,379
– – 0.1% 75
2021
Q1 		$552K Buy
1,379
+2
+0.1% +$771 0.1% 77
2020
Q4 		$516K Sell
1,377
-17
-1% -$6.03K 0.11% 86
2020
Q3 		$466K Sell
1,394
-13
-0.9% -$4.31K 0.13% 61
2020
Q2 		$434K Buy
+1,407
New +$412K 0.14% 60
2019
Q4 		$200K Buy
+620
New +$191K 0.06% 84

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

N.E.W. Advisory Services's SPY Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.65% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,307 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #76.

N.E.W. Advisory Services first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. 3,028 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • N.E.W. Advisory Services held 2,307 shares of State Street SPDR S&P 500 ETF Trust worth $1.72M as of Q2 2026.
  • N.E.W. Advisory Services bought 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of N.E.W. Advisory Services's portfolio in Q2 2026, its #76 holding.
  • N.E.W. Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,028 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.