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

Thrive 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 		$24.3M Buy
32,564
+142
+0.4% +$103K 3.09% 3
2026
Q1 		$21.1M Sell
32,422
-444
-1% -$302K 3.14% 3
2025
Q4 		$22.4M Sell
32,866
-507
-2% -$343K 3.29% 3
2025
Q3 		$22.2M Sell
33,373
-487
-1% -$312K 3.35% 3
2025
Q2 		$20.9M Sell
33,860
-1,481
-4% -$847K 3.38% 3
2025
Q1 		$19.8M Sell
35,341
-1,642
-4% -$965K 3.78% 3
2024
Q4 		$21.7M Buy
36,983
+432
+1% +$255K 3.9% 3
2024
Q3 		$21M Sell
36,551
-600
-2% -$332K 3.85% 3
2024
Q2 		$20.2M Buy
37,151
+153
+0.4% +$80.1K 3.96% 3
2024
Q1 		$19.4M Buy
36,998
+14
+0% +$6.97K 4% 3
2023
Q4 		$17.6M Buy
36,984
+1,599
+5% +$712K 3.91% 3
2023
Q3 		$15.1M Sell
35,385
-316
-0.9% -$141K 4.02% 3
2023
Q2 		$15.8M Sell
35,701
-235
-0.7% -$98.6K 4.1% 3
2023
Q1 		$14.7M Buy
35,936
+18,450
+106% +$7.36M 3.77% 3
2022
Q4 		$6.69M Buy
17,486
+257
+1% +$98.8K 1.92% 8
2022
Q3 		$6.15M Sell
17,229
-295
-2% -$117K 2.16% 7
2022
Q2 		$6.61M Buy
17,524
+365
+2% +$150K 2.31% 6
2022
Q1 		$7.75M Buy
17,159
+509
+3% +$227K 2.29% 9
2021
Q4 		$7.91M Buy
+16,650
New +$7.64M 2.7% 6

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

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

Thrive Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.44% in Q2 2026, buying an estimated $103K and bringing the position to 32,564 shares worth $24.3M. The position accounts for 3.09% of the portfolio, ranked #3.

Thrive Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Thrive Wealth Management held 32,564 shares of State Street SPDR S&P 500 ETF Trust worth $24.3M as of Q2 2026.
  • Thrive Wealth Management bought 142 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $103K.
  • State Street SPDR S&P 500 ETF Trust made up 3.09% of Thrive Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Thrive 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.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.