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

Petros Family Wealth’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 		$9.46M Buy
12,662
+251
+2% +$182K 5.78% 1
2026
Q1 		$8.07M Buy
12,411
+879
+8% +$598K 5.75% 1
2025
Q4 		$7.86M Buy
11,532
+228
+2% +$154K 5.24% 2
2025
Q3 		$7.53M Buy
11,304
+49
+0.4% +$31.4K 6.3% 1
2025
Q2 		$6.95M Buy
11,255
+1,236
+12% +$707K 6.35% 1
2025
Q1 		$5.6M Sell
10,019
-234
-2% -$138K 6.2% 1
2024
Q4 		$6.01M Buy
+10,253
New +$6.04M 6.48% 1

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Petros Family Wealth's SPY Position: Q2 2026 in Review

Petros Family Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, buying an estimated $182K and bringing the position to 12,662 shares worth $9.46M. The position accounts for 5.78% of the portfolio, ranked #1.

Petros Family Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,827 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Petros Family Wealth held 12,662 shares of State Street SPDR S&P 500 ETF Trust worth $9.46M as of Q2 2026.
  • Petros Family Wealth bought 251 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $182K.
  • State Street SPDR S&P 500 ETF Trust made up 5.78% of Petros Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Petros Family Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,827 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.