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

Talisman 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	$319K	Hold	428	–	–	0.24%	82
2026 Q1	$278K	Buy	428 +2	+0.5%	+$1.36K	0.22%	78
2025 Q4	$292K	Hold	426	–	–	0.23%	79
2025 Q3	$284K	Sell	426 -3	-0.7%	-$1.92K	0.24%	87
2025 Q2	$265K	Hold	429	–	–	0.24%	89
2025 Q1	$240K	Hold	429	–	–	0.25%	90
2024 Q4	$251K	Sell	429 -38	-8%	-$22.4K	0.27%	89
2024 Q3	$268K	Sell	467 -10	-2%	-$5.53K	0.28%	84
2024 Q2	$259K	Buy	+477	New	+$250K	0.3%	79

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

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

Talisman Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 428 shares worth $319K. The position accounts for 0.24% of the portfolio, ranked #82.

Talisman Wealth Advisors first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Talisman Wealth Advisors held 428 shares of State Street SPDR S&P 500 ETF Trust worth $319K as of Q2 2026.
Talisman Wealth Advisors 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 0.24% of Talisman Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Talisman Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.