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

Proactive Wealth Strategies’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 		$530K Buy
709
+18
+3% +$13.1K 0.09% 145
2026
Q1 		$450K Buy
691
+362
+110% +$246K 0.08% 152
2025
Q4 		$225K Buy
+329
New +$222K 0.09% 141

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Proactive Wealth Strategies's SPY Position: Q2 2026 in Review

Proactive Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 709 shares worth $530K. The position accounts for 0.09% of the portfolio, ranked #145.

Proactive Wealth Strategies first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 3,401 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Proactive Wealth Strategies held 709 shares of State Street SPDR S&P 500 ETF Trust worth $530K as of Q2 2026.
  • Proactive Wealth Strategies bought 18 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.09% of Proactive Wealth Strategies's portfolio in Q2 2026, its #145 holding.
  • Proactive Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,401 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.