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

Timmons 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	$32.2M	Sell	43,168 -901	-2%	-$653K	23.58%	1
2026 Q1	$28.7M	Buy	44,069 +82	+0.2%	+$55.8K	27.16%	1
2025 Q4	$30M	Buy	+43,987	New	+$29.7M	29.52%	1

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Timmons Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $653K and leaving 43,168 shares worth $32.2M. The position accounts for 23.58% of the portfolio, ranked #1.

Timmons Wealth Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Timmons Wealth Management held 43,168 shares of State Street SPDR S&P 500 ETF Trust worth $32.2M as of Q2 2026.
Timmons Wealth Management sold 901 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $653K.
State Street SPDR S&P 500 ETF Trust made up 23.58% of Timmons Wealth Management's portfolio in Q2 2026, its #1 holding.
Timmons Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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