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

Physician 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	$895K	Buy	1,199 +1	+0.1%	+$725	0.11%	86
2026 Q1	$779K	Hold	1,198	–	–	0.11%	80
2025 Q4	$817K	Buy	1,198 +107	+10%	+$72.3K	0.11%	76
2025 Q3	$727K	Buy	1,091 +144	+15%	+$92.3K	0.1%	81
2025 Q2	$585K	Sell	947 -257	-21%	-$147K	0.09%	89
2025 Q1	$674K	Sell	1,204 -104	-8%	-$61.1K	0.12%	82
2024 Q4	$767K	Buy	1,308 +217	+20%	+$128K	0.13%	77
2024 Q3	$633K	Buy	1,091 +388	+55%	+$215K	0.11%	81
2024 Q2	$397K	Buy	703 +43	+7%	+$22.5K	0.07%	105
2024 Q1	$332K	Sell	660 -101	-13%	-$50.3K	0.07%	118
2023 Q4	$368K	Sell	761 -177	-19%	-$78.8K	0.08%	102
2023 Q3	$405K	Sell	938 -43	-4%	-$19.1K	0.1%	90
2023 Q2	$435K	Hold	981	–	–	0.11%	85
2023 Q1	$406K	Sell	981 -250	-20%	-$99.7K	0.11%	89
2022 Q4	$492K	Sell	1,231 -16	-1%	-$6.15K	0.13%	79
2022 Q3	$470K	Buy	1,247 +29	+2%	+$11.5K	0.14%	74
2022 Q2	$500K	Buy	1,218 +47	+4%	+$19.3K	0.14%	76
2022 Q1	$502K	Buy	1,171 +119	+11%	+$53K	0.13%	87
2021 Q4	$490K	Sell	1,052 -74	-7%	-$34K	0.13%	87
2021 Q3	$502K	Buy	1,126 +55	+5%	+$24.3K	0.14%	86
2021 Q2	$466K	Hold	1,071	–	–	0.13%	88
2021 Q1	$435K	Sell	1,071 -379	-26%	-$146K	0.14%	87
2020 Q4	$567K	Buy	1,450 +177	+14%	+$62.8K	0.19%	70
2020 Q3	$420K	Sell	1,273 -400	-24%	-$133K	0.17%	78
2020 Q2	$561K	Sell	1,673 -219	-12%	-$64.1K	0.23%	59
2020 Q1	$528K	Buy	1,892 +123	+7%	+$37.5K	0.26%	54
2019 Q4	$580K	Sell	1,769 -433	-20%	-$133K	0.26%	55
2019 Q3	$690K	Buy	+2,202	New	+$651K	0.34%	44

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

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

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

Physician Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.08% in Q2 2026, buying an estimated $725 and bringing the position to 1,199 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #86.

Physician Wealth Advisors first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Physician Wealth Advisors held 1,199 shares of State Street SPDR S&P 500 ETF Trust worth $895K as of Q2 2026.
Physician Wealth Advisors bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Physician Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Physician Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.