Sightline Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Sightline Wealth Advisors's SPY Position: Q2 2026 in Review
Sightline Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q2 2026, buying an estimated $13.8K and bringing the position to 8,569 shares worth $6.4M. The position accounts for 2.34% of the portfolio, ranked #14.
Sightline Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Sightline Wealth Advisors held 8,569 shares of State Street SPDR S&P 500 ETF Trust worth $6.4M as of Q2 2026.
- Sightline Wealth Advisors bought 19 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.8K.
- State Street SPDR S&P 500 ETF Trust made up 2.34% of Sightline Wealth Advisors's portfolio in Q2 2026, its #14 holding.
- Sightline 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.
- 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.