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

Tempus Wealth Planning’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 		– Sell
-500
Closed -$226K – 298
2026
Q1 		$226K Buy
+500
New +$340K 0.05% 252

Other funds holding SPY

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
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 $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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Tempus Wealth Planning's SPY Position: Q2 2026 in Review

Tempus Wealth Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $950K and bringing the position to 11,871 shares worth $8.86M. The position accounts for 1.73% of the portfolio, ranked #9.

Tempus Wealth Planning first reported a position in SPY in Q2 2021 and has held it in 21 quarters since. 1,860 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Tempus Wealth Planning held 11,871 shares of State Street SPDR S&P 500 ETF Trust worth $8.86M as of Q2 2026.
  • Tempus Wealth Planning bought 1,311 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $950K.
  • State Street SPDR S&P 500 ETF Trust made up 1.73% of Tempus Wealth Planning's portfolio in Q2 2026, its #9 holding.
  • Tempus Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 21 quarters since.
  • 1,860 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.