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

Reicon 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	$2.17M	Buy	2,900 +600	+26%	+$435K	1.33%	9
2026 Q1	$1.5M	Buy	2,300 +300	+15%	+$204K	1.14%	8
2025 Q4	$1.36M	Buy	+2,000	New	+$1.35M	0.99%	8

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Reicon Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $753K and bringing the position to 87,915 shares worth $65.7M. The position accounts for 40.45% of the portfolio, ranked #1.

Reicon Wealth Advisors first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $71.8M in Q4 2025. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Reicon Wealth Advisors held 87,915 shares of State Street SPDR S&P 500 ETF Trust worth $65.7M as of Q2 2026.
Reicon Wealth Advisors bought 1,038 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $753K.
State Street SPDR S&P 500 ETF Trust made up 40.45% of Reicon Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Reicon Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
Reicon Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $71.8M in Q4 2025.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.