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

Signature Wealth Management Partners’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 		$5.21M Sell
6,970
-4
-0.1% -$2.9K 2.43% 8
2026
Q1 		$4.54M Sell
6,974
-41
-0.6% -$27.9K 2.27% 8
2025
Q4 		$4.78M Sell
7,015
-30
-0.4% -$20.3K 2.37% 10
2025
Q3 		$4.69M Hold
7,045
– – 2.46% 10
2025
Q2 		$4.35M Sell
7,045
-29
-0.4% -$16.6K 2.49% 10
2025
Q1 		$3.96M Buy
7,074
+2
+0% +$1.18K 2.59% 9
2024
Q4 		$4.14M Buy
7,072
+15
+0.2% +$8.84K 2.85% 9
2024
Q3 		$4.05M Buy
7,057
+10
+0.1% +$5.53K 2.93% 9
2024
Q2 		$3.84M Buy
7,047
+67
+1% +$35.1K 2.92% 9
2024
Q1 		$3.65M Buy
6,980
+100
+1% +$49.8K 2.97% 9
2023
Q4 		$3.27M Sell
6,880
-10
-0.1% -$4.46K 2.86% 10
2023
Q3 		$2.95M Hold
6,890
– – 2.88% 8
2023
Q2 		$3.05M Sell
6,890
-31
-0.4% -$13K 2.83% 8
2023
Q1 		$2.83M Sell
6,921
-32
-0.5% -$12.8K 2.63% 7
2022
Q4 		$2.66M Hold
6,953
– – 2.62% 9
2022
Q3 		$2.48M Hold
6,953
– – 2.73% 9
2022
Q2 		$2.62M Sell
6,953
-48
-0.7% -$19.7K 2.69% 8
2022
Q1 		$3.16M Buy
7,001
+20
+0.3% +$8.9K 2.69% 8
2021
Q4 		$3.32M Buy
6,981
+54
+0.8% +$24.8K 2.81% 6
2021
Q3 		$2.97M Buy
6,927
+131
+2% +$57.8K 2.7% 8
2021
Q2 		$2.91M Sell
6,796
-200
-3% -$83.5K 2.64% 8
2021
Q1 		$2.77M Sell
6,996
-26
-0.4% -$10K 2.66% 9
2020
Q4 		$2.63M Buy
+7,022
New +$2.49M 2.62% 10

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Signature Wealth Management Partners's SPY Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q2 2026, selling an estimated $2.9K and leaving 6,970 shares worth $5.21M. The position accounts for 2.43% of the portfolio, ranked #8.

Signature Wealth Management Partners first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 2,169 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Signature Wealth Management Partners held 6,970 shares of State Street SPDR S&P 500 ETF Trust worth $5.21M as of Q2 2026.
  • Signature Wealth Management Partners sold 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
  • State Street SPDR S&P 500 ETF Trust made up 2.43% of Signature Wealth Management Partners's portfolio in Q2 2026, its #8 holding.
  • Signature Wealth Management Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 2,169 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.