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

SOA 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	$3.56M	Sell	4,766 -239	-5%	-$173K	0.6%	32
2026 Q1	$3.26M	Buy	5,005 +312	+7%	+$212K	0.61%	31
2025 Q4	$3.2M	Sell	4,693 -22	-0.5%	-$14.9K	0.54%	34
2025 Q3	$3.14M	Sell	4,715 -95	-2%	-$60.9K	0.54%	37
2025 Q2	$2.97M	Sell	4,810 -8	-0.2%	-$4.57K	0.56%	36
2025 Q1	$2.7M	Sell	4,818 -207	-4%	-$122K	0.56%	38
2024 Q4	$2.95M	Sell	5,025 -76	-1%	-$44.8K	0.54%	41
2024 Q3	$2.93M	Sell	5,101 -41	-0.8%	-$22.7K	0.56%	42
2024 Q2	$2.8M	Buy	5,142 +202	+4%	+$106K	0.56%	41
2024 Q1	$2.58M	Buy	4,940 +25	+0.5%	+$12.4K	0.54%	40
2023 Q4	$2.34M	Buy	4,915 +14	+0.3%	+$6.24K	0.52%	40
2023 Q3	$2.09M	Sell	4,901 -409	-8%	-$182K	0.52%	38
2023 Q2	$2.35M	Sell	5,310 -112	-2%	-$47K	0.55%	37
2023 Q1	$2.22M	Sell	5,422 -6	-0.1%	-$2.39K	0.55%	38
2022 Q4	$2.08M	Sell	5,428 -216	-4%	-$83K	0.56%	41
2022 Q3	$2.02M	Sell	5,644 -13	-0.2%	-$5.16K	0.61%	39
2022 Q2	$2.13M	Buy	5,657 +184	+3%	+$75.4K	0.63%	40
2022 Q1	$2.47M	Buy	5,473 +13	+0.2%	+$5.79K	0.6%	42
2021 Q4	$2.6M	Buy	5,460 +529	+11%	+$243K	0.63%	42
2021 Q3	$2.12M	Sell	4,931 -222	-4%	-$97.9K	0.54%	49
2021 Q2	$2.21M	Buy	5,153 +250	+5%	+$104K	0.57%	45
2021 Q1	$1.94M	Sell	4,903 -80	-2%	-$30.9K	0.54%	45
2020 Q4	$1.94M	Buy	+4,983	New	+$1.77M	0.53%	45

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SOA Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q2 2026, selling an estimated $173K and leaving 4,766 shares worth $3.56M. The position accounts for 0.6% of the portfolio, ranked #32.

SOA Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SOA Wealth Advisors held 4,766 shares of State Street SPDR S&P 500 ETF Trust worth $3.56M as of Q2 2026.
SOA Wealth Advisors sold 239 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $173K.
State Street SPDR S&P 500 ETF Trust made up 0.6% of SOA Wealth Advisors's portfolio in Q2 2026, its #32 holding.
SOA 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.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.