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

Selective Wealth 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	$2.31M	Buy	3,107 +211	+7%	+$153K	0.61%	23
2026 Q1	$2.06M	Sell	2,896 -246	-8%	-$167K	0.61%	25
2025 Q4	$2.17M	Sell	3,142 -428	-12%	-$289K	0.68%	23
2025 Q3	$2.39M	Sell	3,570 -8	-0.2%	-$5.13K	0.77%	20
2025 Q2	$2.23M	Sell	3,578 -45	-1%	-$25.7K	0.82%	18
2025 Q1	$1.93M	Sell	3,623 -46	-1%	-$27K	0.84%	19
2024 Q4	$2.14M	Sell	3,669 -45	-1%	-$26.5K	0.87%	18
2024 Q3	$2.13M	Sell	3,714 -51	-1%	-$28.2K	0.88%	19
2024 Q2	$2.09M	Sell	3,765 -78	-2%	-$40.8K	0.92%	20
2024 Q1	$1.98M	Sell	3,843 -36	-0.9%	-$17.9K	0.86%	21
2023 Q4	$1.81M	Buy	3,879 +488	+14%	+$217K	0.91%	21
2023 Q3	$1.44M	Sell	3,391 -1,962	-37%	-$873K	0.79%	22
2023 Q2	$2.35M	Buy	+5,353	New	+$2.25M	1.17%	20
2022 Q4	$2.44M	Buy	6,159 +795	+15%	+$306K	1.29%	23
2022 Q3	$1.92M	Sell	5,364 -320	-6%	-$127K	0.82%	26
2022 Q2	$2.14M	Buy	5,684 +2,200	+63%	+$901K	0.76%	28
2022 Q1	$1.57M	Buy	3,484 +1,646	+90%	+$733K	0.57%	29
2021 Q4	$873K	Buy	1,838 +1,496	+437%	+$687K	0.36%	40
2021 Q3	$147K	Buy	342 +218	+176%	+$96.2K	0.08%	134
2021 Q2	$53K	Hold	124	–	–	0.04%	185
2021 Q1	$49K	Sell	124 -74	-37%	-$28.5K	0.04%	129
2020 Q4	$74K	Buy	198 +157	+383%	+$55.7K	0.05%	88
2020 Q3	$14K	Buy	+41	New	+$13.6K	0.01%	184

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Selective Wealth Management's SPY Position: Q2 2026 in Review

Selective Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.3% in Q2 2026, buying an estimated $153K and bringing the position to 3,107 shares worth $2.31M. The position accounts for 0.61% of the portfolio, ranked #23.

Selective Wealth Management first reported a position in SPY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q4 2022. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Selective Wealth Management held 3,107 shares of State Street SPDR S&P 500 ETF Trust worth $2.31M as of Q2 2026.
Selective Wealth Management bought 211 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $153K.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Selective Wealth Management's portfolio in Q2 2026, its #23 holding.
Selective Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 23 quarters since.
Selective Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.44M in Q4 2022.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.