PCG Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
PCG Wealth Advisors's SPY Position: Q2 2026 in Review
PCG Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.8% in Q2 2026, buying an estimated $1.71M and bringing the position to 32,638 shares worth $24.4M. The position accounts for 5.44% of the portfolio, ranked #2.
PCG Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- PCG Wealth Advisors held 32,638 shares of State Street SPDR S&P 500 ETF Trust worth $24.4M as of Q2 2026.
- PCG Wealth Advisors bought 2,361 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.71M.
- State Street SPDR S&P 500 ETF Trust made up 5.44% of PCG Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- PCG Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.