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

Primoris 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	$1.87M	Hold	2,500	–	–	0.85%	36
2026 Q1	$1.63M	Hold	2,500	–	–	1.14%	29
2025 Q4	$1.7M	Sell	2,500 -5	-0.2%	-$3.38K	1.02%	32
2025 Q3	$1.67M	Sell	2,505 -15	-0.6%	-$9.62K	1.06%	31
2025 Q2	$1.56M	Buy	2,520 +20	+0.8%	+$11.4K	1.06%	32
2025 Q1	$1.4M	Hold	2,500	–	–	1.08%	32
2024 Q4	$1.47M	Hold	2,500	–	–	1.11%	28
2024 Q3	$1.43M	Hold	2,500	–	–	1.04%	36
2024 Q2	$1.36M	Hold	2,500	–	–	1.09%	31
2024 Q1	$1.31M	Hold	2,500	–	–	1.05%	33
2023 Q4	$1.19M	Buy	2,500 +500	+25%	+$223K	1.12%	32
2023 Q3	$855K	Sell	2,000 -44	-2%	-$19.6K	1.03%	29
2023 Q2	$906K	Sell	2,044 -13	-0.6%	-$5.46K	0.99%	29
2023 Q1	$842K	Hold	2,057	–	–	1.04%	27
2022 Q4	$787K	Hold	2,057	–	–	1.21%	23
2022 Q3	$735K	Sell	2,057 -649	-24%	-$258K	1.31%	23
2022 Q2	$1.02M	Buy	2,706 +662	+32%	+$271K	1.47%	21
2022 Q1	$923K	Hold	2,044	–	–	0.86%	36
2021 Q4	$971K	Buy	+2,044	New	+$938K	0.78%	36

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Primoris Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 2,500 shares worth $1.87M. The position accounts for 0.85% of the portfolio, ranked #36.

Primoris 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.

Primoris Wealth Advisors held 2,500 shares of State Street SPDR S&P 500 ETF Trust worth $1.87M as of Q2 2026.
Primoris Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.85% of Primoris Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Primoris 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 Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.