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

Precedent Wealth Partners’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	$1.71M	Buy	2,294 +245	+12%	+$178K	0.28%	101
2026 Q1	$1.33M	Sell	2,049 -10	-0.5%	-$6.8K	0.27%	100
2025 Q4	$1.4M	Hold	2,059	–	–	0.29%	96
2025 Q3	$1.37M	Hold	2,059	–	–	0.3%	96
2025 Q2	$1.27M	Buy	2,059 +102	+5%	+$58.3K	0.31%	95
2025 Q1	$1.09M	Hold	1,957	–	–	0.3%	90
2024 Q4	$1.15M	Buy	1,957 +30	+2%	+$17.7K	0.37%	80
2024 Q3	$1.11M	Hold	1,927	–	–	0.36%	77
2024 Q2	$1.05M	Buy	1,927 +3	+0.2%	+$1.57K	0.42%	65
2024 Q1	$1.01M	Hold	1,924	–	–	0.43%	63
2023 Q4	$915K	Buy	+1,924	New	+$857K	0.46%	52

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

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Precedent Wealth Partners's SPY Position: Q2 2026 in Review

Precedent Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $178K and bringing the position to 2,294 shares worth $1.71M. The position accounts for 0.28% of the portfolio, ranked #101.

Precedent Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,733 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Precedent Wealth Partners held 2,294 shares of State Street SPDR S&P 500 ETF Trust worth $1.71M as of Q2 2026.
Precedent Wealth Partners bought 245 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $178K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Precedent Wealth Partners's portfolio in Q2 2026, its #101 holding.
Precedent Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,733 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.