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Schwarz Dygos Wheeler Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Schwarz Dygos Wheeler Investment 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
2024
Q3 		– Sell
-20,000
Closed -$10.9M – 155
2024
Q2 		$10.9M Buy
20,000
+10,000
+100% +$5.23M 2.92% 9
2024
Q1 		$5.23M Buy
+10,000
New +$4.98M 1.46% 13

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SPY Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.88% in Q2 2026, selling an estimated $9.43K and leaving 1,465 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #75.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SPY in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.21M in Q4 2025. 3,670 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,465 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 13 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.43K.
  • State Street SPDR S&P 500 ETF Trust made up 0.21% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 21 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.21M in Q4 2025.
  • 3,670 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.