Secure Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Secure Asset Management’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	$373K	Hold	500	–	–	0.05%	227
2026 Q1	$5.8K	Sell	500 -1,100	-69%	-$748K	﹤0.01%	323
2025 Q4	$1.09M	Buy	1,600 +400	+33%	+$270K	0.17%	126
2025 Q3	$3.77K	Sell	1,200 -2,300	-66%	-$1.47M	﹤0.01%	311
2025 Q2	$2.16M	Buy	3,500 +2,700	+338%	+$1.54M	0.4%	69
2025 Q1	$448K	Hold	800	–	–	0.09%	186
2024 Q4	$9.31K	Hold	800	–	–	﹤0.01%	316
2024 Q3	$459K	Buy	800 +300	+60%	+$166K	0.08%	192
2024 Q2	$272K	Hold	500	–	–	0.05%	243
2024 Q1	$262K	Buy	+500	New	+$249K	0.06%	197

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

Secure Asset Management's SPY Position: Q2 2026 in Review

Secure Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q2 2026, selling an estimated $220K and leaving 8,437 shares worth $6.3M. The position accounts for 0.88% of the portfolio, ranked #28.

Secure Asset Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.3M in Q2 2025. 1,040 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Secure Asset Management held 8,437 shares of State Street SPDR S&P 500 ETF Trust worth $6.3M as of Q2 2026.
Secure Asset Management sold 304 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $220K.
State Street SPDR S&P 500 ETF Trust made up 0.88% of Secure Asset Management's portfolio in Q2 2026, its #28 holding.
Secure Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Secure Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $16.3M in Q2 2025.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.