TCI Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Sell |
15,297
-64
| -0.4% | -$46.4K | 0.49% | 28 |
|
|
2026
Q1 | $9.99M | Buy |
15,361
+261
| +2% | +$177K | 0.53% | 28 |
|
|
2025
Q4 | $10.3M | Sell |
15,100
-163
| -1% | -$110K | 0.57% | 25 |
|
|
2025
Q3 | $10.2M | Buy |
15,263
+390
| +3% | +$250K | 0.61% | 25 |
|
|
2025
Q2 | $9.19M | Buy |
14,873
+5,558
| +60% | +$3.18M | 0.63% | 25 |
|
|
2025
Q1 | $5.21M | Sell |
9,315
-332
| -3% | -$195K | 0.42% | 32 |
|
|
2024
Q4 | $5.65M | Sell |
9,647
-8
| -0.1% | -$4.71K | 0.47% | 29 |
|
|
2024
Q3 | $5.54M | Sell |
9,655
-84
| -0.9% | -$46.4K | 0.47% | 31 |
|
|
2024
Q2 | $5.3M | Sell |
9,739
-37
| -0.4% | -$19.4K | 0.5% | 29 |
|
|
2024
Q1 | $5.11M | Sell |
9,776
-73
| -0.7% | -$36.3K | 0.5% | 30 |
|
|
2023
Q4 | $4.68M | Sell |
9,849
-170
| -2% | -$75.7K | 0.5% | 30 |
|
|
2023
Q3 | $4.28M | Sell |
10,019
-68
| -0.7% | -$30.2K | 0.55% | 27 |
|
|
2023
Q2 | $4.47M | Buy |
10,087
+397
| +4% | +$167K | 0.57% | 27 |
|
|
2023
Q1 | $3.97M | Buy |
9,690
+3,159
| +48% | +$1.26M | 0.51% | 27 |
|
|
2022
Q4 | $2.5M | Sell |
6,531
-357
| -5% | -$137K | 0.35% | 35 |
|
|
2022
Q3 | $2.46M | Sell |
6,888
-4
| -0.1% | -$1.59K | 0.4% | 26 |
|
|
2022
Q2 | $2.6M | Sell |
6,892
-402
| -6% | -$165K | 0.4% | 30 |
|
|
2022
Q1 | $3.29M | Sell |
7,294
-32
| -0.4% | -$14.2K | 0.49% | 23 |
|
|
2021
Q4 | $3.48M | Sell |
7,326
-51
| -0.7% | -$23.4K | 0.51% | 19 |
|
|
2021
Q3 | $3.17M | Sell |
7,377
-33
| -0.4% | -$14.6K | 0.48% | 25 |
|
|
2021
Q2 | $3.17M | Buy |
7,410
+808
| +12% | +$337K | 0.54% | 23 |
|
|
2021
Q1 | $2.62M | Sell |
6,602
-96
| -1% | -$37K | 1.11% | 18 |
|
|
2020
Q4 | $2.5M | Sell |
6,698
-181
| -3% | -$64.2K | 1.12% | 15 |
|
|
2020
Q3 | $2.3M | Sell |
6,879
-1,010
| -13% | -$335K | 0.91% | 22 |
|
|
2020
Q2 | $2.43M | Buy |
7,889
+71
| +0.9% | +$20.8K | 1.04% | 21 |
|
|
2020
Q1 | $2.02M | Sell |
7,818
-410
| -5% | -$125K | 0.99% | 22 |
|
|
2019
Q4 | $2.65M | Buy |
8,228
+1,292
| +19% | +$398K | 1.03% | 17 |
|
|
2019
Q3 | $2.06M | Buy |
6,936
+9
| +0.1% | +$2.66K | 0.91% | 26 |
|
|
2019
Q2 | $2.03M | Sell |
6,927
-387
| -5% | -$111K | 0.91% | 26 |
|
|
2019
Q1 | $2.07M | Sell |
7,314
-668
| -8% | -$181K | 0.91% | 24 |
|
|
2018
Q4 | $2M | Sell |
7,982
-73
| -0.9% | -$19.7K | 0.97% | 22 |
|
|
2018
Q3 | $2.34M | Sell |
8,055
-95
| -1% | -$27.1K | 0.98% | 21 |
|
|
2018
Q2 | $2.21M | Sell |
8,150
-30
| -0.4% | -$8.1K | 0.98% | 21 |
|
|
2018
Q1 | $2.15M | Sell |
8,180
-921
| -10% | -$251K | 1% | 20 |
|
|
2017
Q4 | $2.43M | Buy |
9,101
+547
| +6% | +$142K | 1.07% | 20 |
|
|
2017
Q3 | $2.15M | Sell |
8,554
-290
| -3% | -$71.5K | 1.05% | 23 |
|
|
2017
Q2 | $2.14M | Hold |
8,844
| – | – | 1.09% | 22 |
|
|
2017
Q1 | $2.08M | Sell |
8,844
-297
| -3% | -$69K | 1.09% | 22 |
|
|
2016
Q4 | $2.04M | Sell |
9,141
-316
| -3% | -$69K | 1.07% | 23 |
|
|
2016
Q3 | $2.05M | Sell |
9,457
-5
| -0.1% | -$1.08K | 1.11% | 21 |
|
|
2016
Q2 | $1.98M | Sell |
9,462
-40
| -0.4% | -$8.3K | 1.1% | 22 |
|
|
2016
Q1 | $1.95M | Buy |
9,502
+423
| +5% | +$82.5K | 1.08% | 23 |
|
|
2015
Q4 | $1.85M | Sell |
9,079
-488
| -5% | -$100K | 1.03% | 26 |
|
|
2015
Q3 | $1.83M | Buy |
9,567
+2,019
| +27% | +$410K | 1.1% | 25 |
|
|
2015
Q2 | $1.55M | Buy |
7,548
+387
| +5% | +$81.4K | 0.89% | 33 |
|
|
2015
Q1 | $1.48M | Buy |
7,161
+116
| +2% | +$23.9K | 0.93% | 31 |
|
|
2014
Q4 | $1.45M | Sell |
7,045
-325
| -4% | -$65.3K | 0.9% | 32 |
|
|
2014
Q3 | $1.45M | Buy |
7,370
+30
| +0.4% | +$5.93K | 0.92% | 30 |
|
|
2014
Q2 | $1.44M | Sell |
7,340
-2,954
| -29% | -$562K | 0.87% | 30 |
|
|
2014
Q1 | $1.93M | Sell |
10,294
-190
| -2% | -$34.9K | 1.26% | 22 |
|
|
2013
Q4 | $1.94M | Buy |
10,484
+2,187
| +26% | +$387K | 1.21% | 19 |
|
|
2013
Q3 | $1.39M | Sell |
8,297
-298
| -3% | -$49.9K | 1.06% | 26 |
|
|
2013
Q2 | $1.38M | Buy |
+8,595
| New | +$1.38M | 1.05% | 27 |
|
Other funds holding SPY
PAI
TAM
CK
VFA
AIIMS
EIP
TWC
GF
TCI Wealth Advisors's SPY Position: Q2 2026 in Review
TCI Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.42% in Q2 2026, selling an estimated $46.4K and leaving 15,297 shares worth $11.4M. The position accounts for 0.49% of the portfolio, ranked #28.
TCI Wealth Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- TCI Wealth Advisors held 15,297 shares of State Street SPDR S&P 500 ETF Trust worth $11.4M as of Q2 2026.
- TCI Wealth Advisors sold 64 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $46.4K.
- State Street SPDR S&P 500 ETF Trust made up 0.49% of TCI Wealth Advisors's portfolio in Q2 2026, its #28 holding.
- TCI Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
- 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.