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

Total Clarity 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	$4.59M	Sell	6,149 -198	-3%	-$144K	0.89%	26
2026 Q1	$4.13M	Sell	6,347 -94	-1%	-$63.9K	0.97%	28
2025 Q4	$4.39M	Sell	6,441 -351	-5%	-$237K	1.06%	24
2025 Q3	$4.52M	Sell	6,792 -480	-7%	-$308K	1.2%	20
2025 Q2	$4.49M	Sell	7,272 -374	-5%	-$214K	1.29%	17
2025 Q1	$4.48M	Sell	7,646 -125	-2%	-$73.5K	1.46%	12
2024 Q4	$4.55M	Buy	7,771 +145	+2%	+$85.4K	1.48%	12
2024 Q3	$4.38M	Sell	7,626 -1,382	-15%	-$764K	1.41%	13
2024 Q2	$4.9M	Sell	9,008 -1,929	-18%	-$1.01M	1.7%	8
2024 Q1	$5.72M	Buy	10,937 +455	+4%	+$227K	1.99%	6
2023 Q4	$4.98M	Buy	10,482 +471	+5%	+$210K	2.04%	7
2023 Q3	$4.28M	Buy	10,011 +3,918	+64%	+$1.74M	2.06%	7
2023 Q2	$2.7M	Buy	6,093 +225	+4%	+$94.4K	1.34%	12
2023 Q1	$2.4M	Sell	5,868 -992	-14%	-$396K	1.3%	14
2022 Q4	$2.62M	Sell	6,860 -250	-4%	-$96.1K	1.34%	15
2022 Q3	$2.54M	Buy	7,110 +245	+4%	+$97.3K	1.59%	11
2022 Q2	$2.59M	Buy	6,865 +676	+11%	+$277K	1.34%	15
2022 Q1	$2.79M	Buy	6,189 +168	+3%	+$74.8K	1.53%	13
2021 Q4	$2.86M	Sell	6,021 -214	-3%	-$98.2K	1.3%	13
2021 Q3	$2.68M	Buy	6,235 +607	+11%	+$268K	1.27%	15
2021 Q2	$2.41M	Buy	5,628 +200	+4%	+$83.5K	1.34%	19
2021 Q1	$2.15M	Sell	5,428 -581	-10%	-$224K	1.24%	19
2020 Q4	$2.25M	Sell	6,009 -49	-0.8%	-$17.4K	1.56%	19
2020 Q3	$2.03M	Sell	6,058 -870	-13%	-$288K	1.77%	16
2020 Q2	$2.14M	Buy	6,928 +4	+0.1%	+$1.17K	1.96%	11
2020 Q1	$1.78M	Sell	6,924 -18	-0.3%	-$5.49K	2.76%	10
2019 Q4	$2.23M	Buy	+6,942	New	+$2.14M	1.68%	12

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Total Clarity Wealth Management's SPY Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q2 2026, selling an estimated $144K and leaving 6,149 shares worth $4.59M. The position accounts for 0.89% of the portfolio, ranked #26.

Total Clarity Wealth Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.72M in Q1 2024. 1,677 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Total Clarity Wealth Management held 6,149 shares of State Street SPDR S&P 500 ETF Trust worth $4.59M as of Q2 2026.
Total Clarity Wealth Management sold 198 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $144K.
State Street SPDR S&P 500 ETF Trust made up 0.89% of Total Clarity Wealth Management's portfolio in Q2 2026, its #26 holding.
Total Clarity Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Total Clarity Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.72M in Q1 2024.
1,677 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.