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

The Wealth Group’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 		$2.34M Hold
3,137
– – 0.45% 26
2026
Q1 		$2.04M Buy
3,137
+24
+0.8% +$16.3K 0.46% 25
2025
Q4 		$2.12M Buy
3,113
+19
+0.6% +$12.8K 0.48% 26
2025
Q3 		$2.06M Sell
3,094
-70
-2% -$44.9K 0.48% 28
2025
Q2 		$1.95M Buy
3,164
+36
+1% +$20.6K 0.5% 26
2025
Q1 		$1.75M Buy
3,128
+99
+3% +$58.2K 0.51% 24
2024
Q4 		$1.78M Hold
3,029
– – 0.51% 22
2024
Q3 		$1.74M Sell
3,029
-35
-1% -$19.4K 0.51% 23
2024
Q2 		$1.67M Sell
3,064
-15
-0.5% -$7.85K 0.5% 24
2024
Q1 		$1.6M Sell
3,079
-128
-4% -$63.7K 0.49% 25
2023
Q4 		$1.58M Buy
+3,207
New +$1.43M 0.52% 25

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

The Wealth Group's SPY Position: Q2 2026 in Review

The Wealth Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 3,137 shares worth $2.34M. The position accounts for 0.45% of the portfolio, ranked #26.

The Wealth Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • The Wealth Group held 3,137 shares of State Street SPDR S&P 500 ETF Trust worth $2.34M as of Q2 2026.
  • The Wealth Group 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 0.45% of The Wealth Group's portfolio in Q2 2026, its #26 holding.
  • The Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.