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

StoneCrest 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	$560K	Sell	750 -66	-8%	-$47.9K	0.18%	59
2026 Q1	$531K	Sell	816 -77	-9%	-$52.4K	0.22%	55
2025 Q4	$609K	Buy	893 +12	+1%	+$8.11K	0.25%	55
2025 Q3	$587K	Sell	881 -23	-3%	-$14.7K	0.26%	53
2025 Q2	$559K	Sell	904 -81	-8%	-$46.3K	0.27%	55
2025 Q1	$551K	Sell	985 -6	-0.6%	-$3.53K	0.35%	46
2024 Q4	$581K	Sell	991 -2	-0.2%	-$1.18K	0.38%	41
2024 Q3	$570K	Buy	993 +251	+34%	+$139K	0.41%	41
2024 Q2	$404K	Sell	742 -530	-42%	-$277K	0.31%	46
2024 Q1	$665K	Sell	1,272 -13	-1%	-$6.47K	0.58%	35
2023 Q4	$611K	Buy	+1,285	New	+$572K	0.59%	33

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

StoneCrest Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q2 2026, selling an estimated $47.9K and leaving 750 shares worth $560K. The position accounts for 0.18% of the portfolio, ranked #59.

StoneCrest Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $665K in Q1 2024. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

StoneCrest Wealth Management held 750 shares of State Street SPDR S&P 500 ETF Trust worth $560K as of Q2 2026.
StoneCrest Wealth Management sold 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of StoneCrest Wealth Management's portfolio in Q2 2026, its #59 holding.
StoneCrest Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $665K in Q1 2024.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.