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

Tanglewood 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	$335K	Hold	448	–	–	0.03%	35
2026 Q1	$291K	Sell	448 -1,336	-75%	-$908K	0.02%	34
2025 Q4	$1.22M	Sell	1,784 -590	-25%	-$399K	0.11%	22
2025 Q3	$1.58M	Hold	2,374	–	–	0.15%	23
2025 Q2	$1.47M	Hold	2,374	–	–	0.14%	22
2025 Q1	$1.33M	Sell	2,374 -104	-4%	-$61.1K	0.15%	24
2024 Q4	$1.45M	Hold	2,478	–	–	0.17%	22
2024 Q3	$1.42M	Buy	+2,478	New	+$1.37M	0.16%	22
2022 Q2	–	Sell	-973	Closed	-$439K	–	35
2022 Q1	$439K	Sell	973 -166	-15%	-$73.9K	0.07%	25
2021 Q4	$541K	Hold	1,139	–	–	0.09%	20
2021 Q3	$489K	Hold	1,139	–	–	0.09%	18
2021 Q2	$488K	Buy	1,139 +333	+41%	+$139K	0.09%	18
2021 Q1	$319K	Sell	806 -211	-21%	-$81.4K	0.06%	18
2020 Q4	$380K	Hold	1,017	–	–	0.08%	17
2020 Q3	$341K	Hold	1,017	–	–	0.08%	17
2020 Q2	$314K	Hold	1,017	–	–	0.09%	15
2020 Q1	$262K	Hold	1,017	–	–	0.05%	19
2019 Q4	$327K	Hold	1,017	–	–	0.06%	16
2019 Q3	$302K	Hold	1,017	–	–	0.07%	15
2019 Q2	$298K	Hold	1,017	–	–	0.07%	14
2019 Q1	$287K	Buy	+1,017	New	+$276K	0.06%	16
2018 Q4	–	Sell	-1,017	Closed	-$296K	–	16
2018 Q3	$296K	Hold	1,017	–	–	0.08%	10
2018 Q2	$276K	Hold	1,017	–	–	0.08%	9
2018 Q1	$268K	Hold	1,017	–	–	0.08%	10
2017 Q4	$271K	Hold	1,017	–	–	0.09%	9
2017 Q3	$256K	Sell	1,017 -5	-0.5%	-$1.23K	0.08%	10
2017 Q2	$247K	Buy	1,022 +5	+0.5%	+$1.2K	0.08%	10
2017 Q1	$240K	Sell	1,017 -5	-0.5%	-$1.16K	0.08%	10
2016 Q4	$229K	Buy	1,022 +5	+0.5%	+$1.09K	0.08%	13
2016 Q3	$220K	Hold	1,017	–	–	0.08%	12
2016 Q2	$213K	Hold	1,017	–	–	0.08%	11
2016 Q1	$209K	Hold	1,017	–	–	0.07%	12
2015 Q4	$207K	Buy	+1,017	New	+$209K	0.08%	10

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CPRC

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

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

Tanglewood Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 448 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #35.

Tanglewood Wealth Management first reported a position in SPY in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.58M in Q3 2025. 2,014 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Tanglewood Wealth Management held 448 shares of State Street SPDR S&P 500 ETF Trust worth $335K as of Q2 2026.
Tanglewood Wealth 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 0.03% of Tanglewood Wealth Management's portfolio in Q2 2026, its #35 holding.
Tanglewood Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 33 quarters since.
Tanglewood Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.58M in Q3 2025.
2,014 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.