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

Oak 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	$1.42M	Buy	1,907 +89	+5%	+$64.5K	0.68%	22
2026 Q1	$1.18M	Hold	1,818	–	–	0.65%	21
2025 Q4	$1.24M	Buy	1,818 +43	+2%	+$29.1K	0.71%	19
2025 Q3	$1.18M	Buy	1,775 +5	+0.3%	+$3.21K	0.69%	21
2025 Q2	$1.09M	Buy	1,770 +447	+34%	+$256K	0.7%	18
2025 Q1	$740K	Sell	1,323 -349	-21%	-$205K	0.55%	26
2024 Q4	$980K	Buy	+1,672	New	+$985K	0.75%	19

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

Oak Wealth Advisors's SPY Position: Q2 2026 in Review

Oak Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.9% in Q2 2026, buying an estimated $64.5K and bringing the position to 1,907 shares worth $1.42M. The position accounts for 0.68% of the portfolio, ranked #22.

Oak Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Oak Wealth Advisors held 1,907 shares of State Street SPDR S&P 500 ETF Trust worth $1.42M as of Q2 2026.
Oak Wealth Advisors bought 89 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $64.5K.
State Street SPDR S&P 500 ETF Trust made up 0.68% of Oak Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Oak Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.