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

Smallwood Wealth Investment 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	$153K	Hold	205	–	–	0.07%	109
2026 Q1	$133K	Buy	205 +4	+2%	+$2.72K	0.07%	102
2025 Q4	$137K	Sell	201 -300	-60%	-$203K	0.07%	101
2025 Q3	$334K	Buy	501 +280	+127%	+$179K	0.17%	61
2025 Q2	$137K	Buy	221 +2	+0.9%	+$1.14K	0.08%	96
2025 Q1	$123K	Buy	219 +48	+28%	+$28.2K	0.08%	98
2024 Q4	$100K	Buy	+171	New	+$101K	0.07%	80

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

Smallwood Wealth Investment Management's SPY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 205 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #109.

Smallwood Wealth Investment Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q3 2025. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Smallwood Wealth Investment Management held 205 shares of State Street SPDR S&P 500 ETF Trust worth $153K as of Q2 2026.
Smallwood Wealth Investment Management 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 0.07% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #109 holding.
Smallwood Wealth Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Smallwood Wealth Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $334K in Q3 2025.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.