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

Sax 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	$20.5M	Buy	31,528 +2,325	+8%	+$1.69M	0.83%	22
2026 Q1	$19.9M	Sell	29,203 -99	-0.3%	-$67.3K	0.96%	19
2025 Q4	$20M	Buy	29,302 +1,273	+5%	+$860K	0.94%	20
2025 Q3	$18.7M	Buy	28,029 +1,508	+6%	+$967K	1%	21
2025 Q2	$16.4M	Sell	26,521 -740	-3%	-$423K	0.99%	20
2025 Q1	$15.2M	Buy	27,261 +603	+2%	+$354K	1.09%	18
2024 Q4	$15.6M	Buy	26,658 +286	+1%	+$169K	1.22%	16
2024 Q3	$15.1M	Buy	26,372 +4,670	+22%	+$2.58M	1.35%	17
2024 Q2	$11.8M	Buy	21,702 +1,022	+5%	+$535K	1.13%	19
2024 Q1	$10.8M	Buy	20,680 +415	+2%	+$207K	1.26%	17
2023 Q4	$9.63M	Buy	20,265 +1,594	+9%	+$710K	1.57%	17
2023 Q3	$7.98M	Buy	18,671 +33	+0.2%	+$14.7K	1.57%	16
2023 Q2	$8.26M	Sell	18,638 -457	-2%	-$192K	1.65%	18
2023 Q1	$7.82M	Buy	19,095 +1,024	+6%	+$409K	1.7%	15
2022 Q4	$6.91M	Buy	18,071 +437	+2%	+$168K	1.6%	16
2022 Q3	$6.3M	Sell	17,634 -1,357	-7%	-$539K	1.62%	16
2022 Q2	$7.16M	Buy	18,991 +24	+0.1%	+$9.83K	1.82%	14
2022 Q1	$8.57M	Sell	18,967 -2,845	-13%	-$1.27M	2.07%	11
2021 Q4	$10.4M	Sell	21,812 -2	-0%	-$918	2.16%	12
2021 Q3	$9.36M	Buy	21,814 +83	+0.4%	+$36.6K	2.22%	11
2021 Q2	$9.3M	Sell	21,731 -2,779	-11%	-$1.16M	3.19%	6
2021 Q1	$9.71M	Buy	24,510 +1,753	+8%	+$676K	3.55%	6
2020 Q4	$8.51M	Buy	+22,757	New	+$8.07M	3.91%	6

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

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

Sax Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q2 2026, buying an estimated $1.69M and bringing the position to 31,528 shares worth $20.5M. The position accounts for 0.83% of the portfolio, ranked #22.

Sax Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,049 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sax Wealth Advisors held 31,528 shares of State Street SPDR S&P 500 ETF Trust worth $20.5M as of Q2 2026.
Sax Wealth Advisors bought 2,325 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.69M.
State Street SPDR S&P 500 ETF Trust made up 0.83% of Sax Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Sax Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,049 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.