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

Spire 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	$44.1M	Buy	59,066 +1,636	+3%	+$1.19M	1.33%	8
2026 Q1	$37.3M	Sell	57,430 -1,358	-2%	-$923K	1.27%	9
2025 Q4	$40.1M	Sell	58,788 -4,217	-7%	-$2.85M	1.34%	8
2025 Q3	$42M	Sell	63,005 -1,642	-3%	-$1.05M	1.43%	10
2025 Q2	$39.9M	Sell	64,647 -25,305	-28%	-$14.5M	1.43%	10
2025 Q1	$50.3M	Sell	89,952 -1,101	-1%	-$647K	1.61%	8
2024 Q4	$53.4M	Buy	91,053 +3,702	+4%	+$2.18M	1.66%	8
2024 Q3	$50.1M	Sell	87,351 -621	-0.7%	-$343K	1.69%	8
2024 Q2	$47.9M	Buy	87,972 +2,774	+3%	+$1.45M	1.69%	8
2024 Q1	$44.6M	Sell	85,198 -1,933	-2%	-$962K	0.81%	28
2023 Q4	$42M	Sell	87,131 -7,143	-8%	-$3.18M	1.39%	9
2023 Q3	$40.3M	Sell	94,274 -525	-0.6%	-$234K	1.53%	8
2023 Q2	$42M	Sell	94,799 -402	-0.4%	-$169K	1.55%	9
2023 Q1	$39M	Buy	95,201 +21,653	+29%	+$8.64M	1.52%	8
2022 Q4	$28.1M	Buy	73,548 +14,232	+24%	+$5.47M	1.58%	10
2022 Q3	$21.2M	Sell	59,316 -37,852	-39%	-$15M	1.29%	15
2022 Q2	$36.7M	Sell	97,168 -7,585	-7%	-$3.11M	1.51%	7
2022 Q1	$47.3M	Sell	104,753 -32,175	-23%	-$14.3M	1.27%	10
2021 Q4	$65M	Buy	136,928 +36,957	+37%	+$17M	1.44%	7
2021 Q3	$42.9M	Buy	99,971 +2,957	+3%	+$1.3M	1.14%	10
2021 Q2	$41.5M	Sell	97,014 -39,294	-29%	-$16.4M	1.12%	11
2021 Q1	$50.2M	Buy	+136,308	New	+$52.6M	1.34%	6

Other funds holding SPY

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Spire Wealth Management's SPY Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q2 2026, buying an estimated $1.19M and bringing the position to 59,066 shares worth $44.1M. The position accounts for 1.33% of the portfolio, ranked #8.

Spire Wealth Management first reported a position in SPY in Q1 2021 and has held it in 22 quarters since. The position peaked at $65M in Q4 2021. 1,548 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Spire Wealth Management held 59,066 shares of State Street SPDR S&P 500 ETF Trust worth $44.1M as of Q2 2026.
Spire Wealth Management bought 1,636 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.19M.
State Street SPDR S&P 500 ETF Trust made up 1.33% of Spire Wealth Management's portfolio in Q2 2026, its #8 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $65M in Q4 2021.
1,548 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.