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

Triangle Securities 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	$986K	Sell	1,320 -3	-0.2%	-$2.17K	0.2%	111
2026 Q1	$860K	Hold	1,323	–	–	0.2%	110
2025 Q4	$902K	Sell	1,323 -936	-41%	-$633K	0.19%	115
2025 Q3	$1.5M	Sell	2,259 -130	-5%	-$83.3K	0.34%	74
2025 Q2	$1.48M	Sell	2,389 -220	-8%	-$126K	0.36%	73
2025 Q1	$1.46M	Sell	2,609 -138	-5%	-$81.1K	0.38%	70
2024 Q4	$1.61M	Buy	2,747 +41	+2%	+$24.2K	0.41%	66
2024 Q3	$1.55M	Buy	2,706 +112	+4%	+$61.9K	0.4%	67
2024 Q2	$1.41M	Sell	2,594 -32	-1%	-$16.7K	0.4%	71
2024 Q1	$1.37M	Sell	2,626 -306	-10%	-$152K	0.39%	74
2023 Q4	$1.39M	Buy	2,932 +17	+0.6%	+$7.57K	0.43%	67
2023 Q3	$1.25M	Buy	2,915 +23	+0.8%	+$10.2K	0.44%	67
2023 Q2	$1.28M	Sell	2,892 -15	-0.5%	-$6.29K	0.44%	71
2023 Q1	$1.19M	Sell	2,907 -285	-9%	-$114K	0.43%	76
2022 Q4	$1.22M	Sell	3,192 -371	-10%	-$143K	0.45%	72
2022 Q3	$1.27M	Sell	3,563 -7	-0.2%	-$2.78K	0.52%	63
2022 Q2	$1.35M	Sell	3,570 -100	-3%	-$41K	0.52%	62
2022 Q1	$1.66M	Sell	3,670 -87	-2%	-$38.7K	0.56%	61
2021 Q4	$1.78M	Sell	3,757 -184	-5%	-$84.5K	0.56%	60
2021 Q3	$1.69M	Sell	3,941 -89	-2%	-$39.3K	0.57%	57
2021 Q2	$1.73M	Sell	4,030 -213	-5%	-$88.9K	0.58%	59
2021 Q1	$1.68M	Sell	4,243 -302	-7%	-$116K	0.61%	57
2020 Q4	$1.7M	Sell	4,545 -182	-4%	-$64.6K	0.67%	49
2020 Q3	$1.58M	Sell	4,727 -91	-2%	-$30.2K	0.72%	45
2020 Q2	$1.49M	Sell	4,818 -92	-2%	-$26.9K	0.71%	49
2020 Q1	$1.27M	Sell	4,910 -396	-7%	-$121K	0.73%	49
2019 Q4	$1.71M	Sell	5,306 -58	-1%	-$17.9K	0.74%	44
2019 Q3	$1.59M	Sell	5,364 -25	-0.5%	-$7.39K	0.78%	43
2019 Q2	$1.6M	Buy	5,389 +586	+12%	+$169K	0.81%	42
2019 Q1	$1.36M	Sell	4,803 -61	-1%	-$16.6K	0.71%	49
2018 Q4	$1.22M	Sell	4,864 -193	-4%	-$52K	0.72%	48
2018 Q3	$1.47M	Sell	5,057 -194	-4%	-$55.2K	0.78%	44
2018 Q2	$1.42M	Sell	5,251 -350	-6%	-$94.5K	0.8%	42
2018 Q1	$1.47M	Buy	5,601 +1,507	+37%	+$411K	0.85%	42
2017 Q4	$1.09M	Sell	4,094 -65	-2%	-$16.9K	0.62%	54
2017 Q3	$1.04M	Sell	4,159 -44	-1%	-$10.8K	0.62%	54
2017 Q2	$1.02M	Sell	4,203 -670	-14%	-$161K	0.67%	49
2017 Q1	$1.15M	Sell	4,873 -675	-12%	-$157K	0.73%	46
2016 Q4	$1.24M	Sell	5,548 -95	-2%	-$20.8K	0.83%	44
2016 Q3	$1.22M	Buy	+5,643	New	+$1.22M	0.84%	43
2016 Q2	–	Sell	-7,838	Closed	-$1.61M	–	129
2016 Q1	$1.61M	Sell	7,838 -229	-3%	-$44.7K	1.05%	32
2015 Q4	$1.65M	Buy	8,067 +2,230	+38%	+$458K	1.1%	27
2015 Q3	$1.12M	Sell	5,837 -263	-4%	-$53.3K	0.85%	41
2015 Q2	$1.26M	Sell	6,100 -1,619	-21%	-$340K	0.89%	40
2015 Q1	$1.59M	Buy	+7,719	New	+$1.59M	1.1%	28
2013 Q3	–	Sell	-133	Closed	-$21K	–	342
2013 Q2	$21K	Buy	+133	New	+$21.4K	0.02%	374

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Triangle Securities Wealth Management's SPY Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q2 2026, selling an estimated $2.17K and leaving 1,320 shares worth $986K. The position accounts for 0.2% of the portfolio, ranked #111.

Triangle Securities Wealth Management first reported a position in SPY in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.78M in Q4 2021. 1,036 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Triangle Securities Wealth Management held 1,320 shares of State Street SPDR S&P 500 ETF Trust worth $986K as of Q2 2026.
Triangle Securities Wealth Management sold 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #111 holding.
Triangle Securities Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 46 quarters since.
Triangle Securities Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.78M in Q4 2021.
1,036 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.