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

ShankerValleau 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	$438K	Hold	587	–	–	0.12%	25
2026 Q1	$382K	Hold	587	–	–	0.11%	26
2025 Q4	$400K	Hold	587	–	–	0.11%	27
2025 Q3	$391K	Sell	587 -6	-1%	-$3.85K	0.1%	28
2025 Q2	$366K	Hold	593	–	–	0.1%	25
2025 Q1	$332K	Hold	593	–	–	0.11%	27
2024 Q4	$348K	Sell	593 -53	-8%	-$31.2K	0.11%	26
2024 Q3	$371K	Hold	646	–	–	0.13%	20
2024 Q2	$352K	Hold	646	–	–	0.15%	20
2024 Q1	$338K	Sell	646 -39	-6%	-$19.4K	0.16%	19
2023 Q4	$326K	Sell	685 -78	-10%	-$34.7K	0.17%	17
2023 Q3	$326K	Sell	763 -74	-9%	-$32.9K	0.18%	17
2023 Q2	$371K	Buy	837 +290	+53%	+$122K	0.2%	16
2023 Q1	$224K	Hold	547	–	–	0.13%	18
2022 Q4	$209K	Buy	+547	New	+$210K	0.13%	19
2022 Q3	–	Sell	-547	Closed	-$206K	–	17
2022 Q2	$206K	Hold	547	–	–	0.13%	15
2022 Q1	$247K	Sell	547 -93	-15%	-$41.4K	0.15%	13
2021 Q4	$304K	Buy	+640	New	+$294K	0.17%	13

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

ShankerValleau Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 587 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #25.

ShankerValleau Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

ShankerValleau Wealth Advisors held 587 shares of State Street SPDR S&P 500 ETF Trust worth $438K as of Q2 2026.
ShankerValleau 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 0.12% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #25 holding.
ShankerValleau Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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