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

Tyler-Stone 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
2025 Q2	$8.52M	Sell	13,786 -1,206	-8%	-$689K	1.37%	15
2025 Q1	$8.39M	Sell	14,992 -810	-5%	-$476K	1.5%	13
2024 Q4	$9.26M	Buy	15,802 +78	+0.5%	+$46K	1.65%	13
2024 Q3	$9.02M	Buy	15,724 +8,070	+105%	+$4.46M	1.7%	11
2024 Q2	$4.17M	Buy	7,654 +213	+3%	+$111K	1.71%	9
2024 Q1	$3.89M	Buy	7,441 +271	+4%	+$135K	1.72%	9
2023 Q4	$3.41M	Buy	7,170 +536	+8%	+$239K	1.71%	10
2023 Q3	$2.84M	Sell	6,634 -31	-0.5%	-$13.8K	1.62%	12
2023 Q2	$2.95M	Buy	+6,665	New	+$2.8M	1.67%	9
2022 Q4	$2.67M	Buy	6,996 +136	+2%	+$52.3K	1.82%	9
2022 Q3	$2.45M	Buy	6,860 +930	+16%	+$369K	1.87%	7
2022 Q2	$2.24M	Sell	5,930 -122	-2%	-$50K	1.49%	13
2022 Q1	$2.73M	Buy	6,052 +1,385	+30%	+$617K	1.5%	13
2021 Q4	$2.22M	Buy	+4,667	New	+$2.14M	1.17%	18

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tyler-Stone Wealth Management's SPY Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q2 2025, selling an estimated $689K and leaving 13,786 shares worth $8.52M. The position accounts for 1.37% of the portfolio, ranked #15.

Tyler-Stone Wealth Management first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.26M in Q4 2024. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Tyler-Stone Wealth Management held 13,786 shares of State Street SPDR S&P 500 ETF Trust worth $8.52M as of Q2 2025.
Tyler-Stone Wealth Management sold 1,206 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $689K.
State Street SPDR S&P 500 ETF Trust made up 1.37% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #15 holding.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $9.26M in Q4 2024.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.