Twin Peaks Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Twin Peaks Wealth Advisors's SPY Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 37% in Q2 2026, buying an estimated $2.21M and bringing the position to 11,241 shares worth $8.39M. The position accounts for 1.9% of the portfolio, ranked #12.
Twin Peaks Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Twin Peaks Wealth Advisors held 11,241 shares of State Street SPDR S&P 500 ETF Trust worth $8.39M as of Q2 2026.
- Twin Peaks Wealth Advisors bought 3,054 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.21M.
- State Street SPDR S&P 500 ETF Trust made up 1.9% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #12 holding.
- Twin Peaks Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.