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

Taylor & Morgan 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 		$36.9M Buy
49,347
+1,404
+3% +$1.02M 18.17% 1
2026
Q1 		$31.2M Buy
47,943
+1,627
+4% +$1.11M 17.79% 1
2025
Q4 		$31.6M Buy
46,316
+1,349
+3% +$912K 17.7% 1
2025
Q3 		$30M Buy
44,967
+482
+1% +$309K 18.4% 1
2025
Q2 		$27.5M Sell
44,485
-187
-0.4% -$107K 18.55% 1
2025
Q1 		$25M Buy
44,672
+461
+1% +$271K 18.84% 1
2024
Q4 		$25.9M Sell
44,211
-6,561
-13% -$3.87M 18.21% 1
2024
Q3 		$29.1M Sell
50,772
-8
-0% -$4.42K 19.54% 1
2024
Q2 		$27.6M Buy
50,780
+3,063
+6% +$1.6M 19.54% 1
2024
Q1 		$25M Buy
47,717
+1,039
+2% +$517K 18.32% 1
2023
Q4 		$22.2M Buy
46,678
+1,448
+3% +$645K 17.64% 1
2023
Q3 		$19.3M Sell
45,230
-794
-2% -$353K 17.43% 1
2023
Q2 		$20.4M Buy
46,024
+3,384
+8% +$1.42M 16.74% 1
2023
Q1 		$17.5M Buy
42,640
+5,439
+15% +$2.17M 15.18% 1
2022
Q4 		$14.2M Buy
37,201
+1,118
+3% +$430K 13.41% 1
2022
Q3 		$12.9M Sell
36,083
-2,076
-5% -$824K 12.83% 1
2022
Q2 		$14.4M Buy
38,159
+2,247
+6% +$921K 13.65% 1
2022
Q1 		$16.2M Buy
35,912
+4,768
+15% +$2.12M 13.27% 1
2021
Q4 		$14.8M Buy
+31,144
New +$14.3M 11.97% 1

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Taylor & Morgan Wealth Management's SPY Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q2 2026, buying an estimated $1.02M and bringing the position to 49,347 shares worth $36.9M. The position accounts for 18.17% of the portfolio, ranked #1.

Taylor & Morgan Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Taylor & Morgan Wealth Management held 49,347 shares of State Street SPDR S&P 500 ETF Trust worth $36.9M as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 1,404 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.02M.
  • State Street SPDR S&P 500 ETF Trust made up 18.17% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Taylor & Morgan Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.