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

Regent Peak 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 		$4.51M Sell
6,043
-2,956
-33% -$2.14M 0.84% 22
2026
Q1 		$5.85M Sell
8,999
-707
-7% -$481K 1.19% 19
2025
Q4 		$6.62M Sell
9,706
-3,170
-25% -$2.14M 1.3% 18
2025
Q3 		$8.58M Buy
+12,876
New +$8.25M 1.72% 15
2025
Q1 		$8.71M Buy
15,564
+4,491
+41% +$2.64M 2.06% 14
2024
Q4 		$6.49M Sell
11,073
-704
-6% -$415K 1.46% 17
2024
Q3 		$6.76M Sell
11,777
-134
-1% -$74.1K 1.55% 17
2024
Q2 		$6.48M Sell
11,911
-2,510
-17% -$1.31M 1.48% 18
2024
Q1 		$7.54M Sell
14,421
-798
-5% -$397K 1.92% 16
2023
Q4 		$7.23M Sell
15,219
-4,174
-22% -$1.86M 1.96% 16
2023
Q3 		$8.29M Sell
19,393
-316
-2% -$141K 2.53% 12
2023
Q2 		$8.74M Buy
19,709
+771
+4% +$324K 2.54% 12
2023
Q1 		$7.75M Buy
18,938
+1,832
+11% +$731K 2.4% 12
2022
Q4 		$6.54M Buy
17,106
+5,690
+50% +$2.19M 2.14% 11
2022
Q3 		$4.08M Hold
11,416
– – 1.43% 16
2022
Q2 		$4.31M Sell
11,416
-231
-2% -$94.6K 1.41% 15
2022
Q1 		$5.26M Buy
11,647
+231
+2% +$103K 1.51% 15
2021
Q4 		$5.42M Hold
11,416
– – 1.47% 15
2021
Q3 		$4.9M Sell
11,416
-109
-0.9% -$48.1K 1.4% 17
2021
Q2 		$5.05M Buy
11,525
+109
+1% +$45.5K 1.41% 17
2021
Q1 		$4.52M Hold
11,416
– – 1.49% 15
2020
Q4 		$4.27M Sell
11,416
-64
-0.6% -$22.7K 1.42% 14
2020
Q3 		$3.85M Sell
11,480
-255
-2% -$84.5K 1.64% 15
2020
Q2 		$3.62M Buy
11,735
+584
+5% +$171K 1.64% 16
2020
Q1 		$2.87M Sell
11,151
-615
-5% -$188K 1.6% 15
2019
Q4 		$3.79M Buy
+11,766
New +$3.62M 1.73% 12

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Regent Peak Wealth Advisors's SPY Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 33% in Q2 2026, selling an estimated $2.14M and leaving 6,043 shares worth $4.51M. The position accounts for 0.84% of the portfolio, ranked #22.

Regent Peak Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.74M in Q2 2023. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Regent Peak Wealth Advisors held 6,043 shares of State Street SPDR S&P 500 ETF Trust worth $4.51M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 2,956 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.14M.
  • State Street SPDR S&P 500 ETF Trust made up 0.84% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Regent Peak Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $8.74M in Q2 2023.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.