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

Sarver Vrooman 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	$356K	Hold	474	–	–	0.21%	11
2026 Q1	$308K	Hold	474	–	–	0.19%	13
2025 Q4	$323K	Hold	474	–	–	0.21%	12
2025 Q3	$316K	Hold	474	–	–	0.2%	12
2025 Q2	$293K	Hold	474	–	–	0.19%	10
2025 Q1	$265K	Buy	+474	New	+$279K	0.18%	10

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's SPY Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 474 shares worth $356K. The position accounts for 0.21% of the portfolio, ranked #11.

Sarver Vrooman Wealth Advisors first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. 1,828 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sarver Vrooman Wealth Advisors held 474 shares of State Street SPDR S&P 500 ETF Trust worth $356K as of Q2 2026.
Sarver Vrooman 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 0.21% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Sarver Vrooman Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,828 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.