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

Park Edge 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	$1.99M	Buy	2,666 +3	+0.1%	+$2.17K	0.42%	50
2026 Q1	$1.73M	Sell	2,663 -1,961	-42%	-$1.33M	0.4%	46
2025 Q4	$3.15M	Buy	4,624 +248	+6%	+$168K	0.71%	30
2025 Q3	$2.92M	Buy	4,376 +208	+5%	+$133K	0.67%	27
2025 Q2	$2.58M	Buy	4,168 +2,015	+94%	+$1.15M	0.66%	29
2025 Q1	$1.2M	Buy	2,153 +83	+4%	+$48.8K	0.34%	51
2024 Q4	$1.21M	Sell	2,070 -59	-3%	-$34.8K	0.35%	55
2024 Q3	$1.22M	Buy	2,129 +150	+8%	+$82.9K	0.35%	63
2024 Q2	$1.08M	Sell	1,979 -259	-12%	-$136K	0.33%	52
2024 Q1	$1.17M	Buy	2,238 +10	+0.4%	+$4.98K	0.33%	42
2023 Q4	$1.06M	Buy	2,228 +177	+9%	+$78.8K	0.37%	37
2023 Q3	$877K	Sell	2,051 -37	-2%	-$16.5K	0.32%	39
2023 Q2	$926K	Buy	2,088 +20	+1%	+$8.39K	0.31%	33
2023 Q1	$847K	Hold	2,068	–	–	0.33%	32
2022 Q4	$791K	Buy	+2,068	New	+$795K	0.35%	31

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Park Edge Advisors's SPY Position: Q2 2026 in Review

Park Edge Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.11% in Q2 2026, buying an estimated $2.17K and bringing the position to 2,666 shares worth $1.99M. The position accounts for 0.42% of the portfolio, ranked #50.

Park Edge Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.15M in Q4 2025. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Park Edge Advisors held 2,666 shares of State Street SPDR S&P 500 ETF Trust worth $1.99M as of Q2 2026.
Park Edge Advisors bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Park Edge Advisors's portfolio in Q2 2026, its #50 holding.
Park Edge 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.
Park Edge Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.15M in Q4 2025.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.