TCWM
SPY icon

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
2021
Q4 		– Sell
-3,000
Closed -$10K – 1056
2021
Q3 		$10K Buy
+3,000
New +$1.32M ﹤0.01% 683

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
GF
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
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. 1,696 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.
  • 1,696 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.