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

Puff Wealth Management’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	$219K	Buy	+293	New	+$212K	0.22%	74
2025 Q4	$239K	Buy	349 +7	+2%	+$4.73K	0.31%	62
2025 Q3	$228K	Sell	342 -21	-6%	-$13.5K	0.35%	55
2025 Q2	$224K	Buy	+363	New	+$208K	0.16%	96
2025 Q1	–	Sell	-387	Closed	-$227K	–	107
2024 Q4	$227K	Buy	+387	New	+$228K	0.4%	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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Puff Wealth Management's SPY Position: Q2 2026 in Review

Puff Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 293 shares worth $219K. The stake represents 0.22% of the portfolio and ranks #74 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in SPY as recently as Q4 2025.

Puff Wealth Management first reported a position in SPY in Q4 2024 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Puff Wealth Management held 293 shares of State Street SPDR S&P 500 ETF Trust worth $219K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Puff Wealth Management position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Puff Wealth Management's portfolio in Q2 2026, its #74 holding.
Puff Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 5 quarters since.
Puff Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $239K in Q4 2025.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.