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

Silvia McColl 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 		$2.8M Sell
3,750
-36
-1% -$26.1K 1.68% 13
2026
Q1 		$2.46M Sell
3,786
-200
-5% -$136K 1.62% 13
2025
Q4 		$2.72M Buy
3,986
+280
+8% +$189K 1.81% 12
2025
Q3 		$2.47M Sell
3,706
-43
-1% -$27.6K 1.67% 12
2025
Q2 		$2.32M Buy
3,749
+13
+0.3% +$7.43K 1.68% 14
2025
Q1 		$2.09M Sell
3,736
-169
-4% -$99.3K 1.58% 13
2024
Q4 		$2.29M Buy
3,905
+80
+2% +$47.1K 1.72% 12
2024
Q3 		$2.19M Buy
3,825
+40
+1% +$22.1K 1.64% 12
2024
Q2 		$2.06M Hold
3,785
– – 1.7% 12
2024
Q1 		$1.95M Buy
3,785
+110
+3% +$54.8K 1.67% 12
2023
Q4 		$1.75M Buy
3,675
+330
+10% +$147K 1.57% 12
2023
Q3 		$1.43M Sell
3,345
-5
-0.1% -$2.22K 1.43% 13
2023
Q2 		$1.48M Sell
3,350
-184
-5% -$77.2K 1.38% 13
2023
Q1 		$1.45M Hold
3,534
– – 1.43% 13
2022
Q4 		$1.35M Buy
+3,534
New +$1.36M 1.33% 17

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Silvia McColl Wealth Management's SPY Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.95% in Q2 2026, selling an estimated $26.1K and leaving 3,750 shares worth $2.8M. The position accounts for 1.68% of the portfolio, ranked #13.

Silvia McColl Wealth Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Silvia McColl Wealth Management held 3,750 shares of State Street SPDR S&P 500 ETF Trust worth $2.8M as of Q2 2026.
  • Silvia McColl Wealth Management sold 36 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $26.1K.
  • State Street SPDR S&P 500 ETF Trust made up 1.68% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Silvia McColl Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • 1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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