USAdvisors Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.25M | Buy |
11,052
+884
| +9% | +$641K | 2.37% | 9 |
|
|
2026
Q1 | $6.43M | Buy |
10,168
+90
| +0.9% | +$61.2K | 2.13% | 13 |
|
|
2025
Q4 | $6.87M | Buy |
10,078
+40
| +0.4% | +$27K | 2.26% | 11 |
|
|
2025
Q3 | $6.69M | Buy |
10,038
+719
| +8% | +$461K | 2.31% | 10 |
|
|
2025
Q2 | $5.76M | Buy |
9,319
+205
| +2% | +$117K | 2.14% | 13 |
|
|
2025
Q1 | $5.1M | Buy |
9,114
+87
| +1% | +$51.1K | 1.78% | 13 |
|
|
2024
Q4 | $5.29M | Buy |
9,027
+1,390
| +18% | +$819K | 1.72% | 16 |
|
|
2024
Q3 | $4.36M | Buy |
7,637
+414
| +6% | +$229K | 1.53% | 18 |
|
|
2024
Q2 | $3.93M | Buy |
7,223
+509
| +8% | +$266K | 1.38% | 24 |
|
|
2024
Q1 | $3.51M | Buy |
6,714
+440
| +7% | +$219K | 1.33% | 24 |
|
|
2023
Q4 | $2.98M | Sell |
6,274
-76
| -1% | -$33.9K | 1.24% | 28 |
|
|
2023
Q3 | $2.71M | Buy |
6,350
+167
| +3% | +$74.3K | 1.21% | 30 |
|
|
2023
Q2 | $2.74M | Sell |
6,183
-35
| -0.6% | -$14.7K | 1.3% | 27 |
|
|
2023
Q1 | $2.55M | Sell |
6,218
-9
| -0.1% | -$3.59K | 1.21% | 29 |
|
|
2022
Q4 | $2.38M | Buy |
6,227
+610
| +11% | +$234K | 1.15% | 30 |
|
|
2022
Q3 | $2.01M | Buy |
5,617
+455
| +9% | +$181K | 1.03% | 29 |
|
|
2022
Q2 | $1.95M | Buy |
5,162
+364
| +8% | +$149K | 0.98% | 29 |
|
|
2022
Q1 | $2.17M | Buy |
4,798
+176
| +4% | +$78.4K | 0.92% | 28 |
|
|
2021
Q4 | $2.2M | Sell |
4,622
-1,333
| -22% | -$612K | 0.89% | 28 |
|
|
2021
Q3 | $2.56M | Buy |
5,955
+554
| +10% | +$244K | 1.11% | 26 |
|
|
2021
Q2 | $2.31M | Sell |
5,401
-145
| -3% | -$60.5K | 1.26% | 24 |
|
|
2021
Q1 | $2.2M | Sell |
5,546
-219
| -4% | -$84.5K | 1.06% | 26 |
|
|
2020
Q4 | $2.15M | Sell |
5,765
-23
| -0.4% | -$8.16K | 1.03% | 25 |
|
|
2020
Q3 | $1.92K | Buy |
5,788
+354
| +7% | +$117K | 0.3% | 25 |
|
|
2020
Q2 | $1.68M | Buy |
5,434
+325
| +6% | +$95.1K | 0.89% | 26 |
|
|
2020
Q1 | $1.32M | Sell |
5,109
-119
| -2% | -$36.3K | 0.81% | 28 |
|
|
2019
Q4 | $1.68M | Sell |
5,228
-4,490
| -46% | -$1.38M | 0.87% | 22 |
|
|
2019
Q3 | $2.88M | Buy |
9,718
+4,843
| +99% | +$1.43M | 1.49% | 19 |
|
|
2019
Q2 | $1.43K | Buy |
4,875
+1
| +0% | +$288 | 0.61% | 19 |
|
|
2019
Q1 | $1.38M | Buy |
4,874
+73
| +2% | +$19.8K | 0.98% | 15 |
|
|
2018
Q4 | $1.2M | Sell |
4,801
-266
| -5% | -$71.7K | 0.98% | 15 |
|
|
2018
Q3 | $1.47M | Buy |
5,067
+4
| +0.1% | +$1.14K | 1.06% | 15 |
|
|
2018
Q2 | $1.37M | Buy |
5,063
+951
| +23% | +$257K | 1.04% | 16 |
|
|
2018
Q1 | $1.08M | Buy |
4,112
+773
| +23% | +$211K | 0.86% | 19 |
|
|
2017
Q4 | $891K | Buy |
+3,339
| New | +$868K | 0.76% | 18 |
|
Other funds holding SPY
TAM
CK
VFA
AIIMS
EIP
TWC
GF
USAdvisors Wealth Management's SPY Position: Q2 2026 in Review
USAdvisors Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.7% in Q2 2026, buying an estimated $641K and bringing the position to 11,052 shares worth $8.25M. The position accounts for 2.37% of the portfolio, ranked #9.
USAdvisors Wealth Management first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 2,286 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- USAdvisors Wealth Management held 11,052 shares of State Street SPDR S&P 500 ETF Trust worth $8.25M as of Q2 2026.
- USAdvisors Wealth Management bought 884 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $641K.
- State Street SPDR S&P 500 ETF Trust made up 2.37% of USAdvisors Wealth Management's portfolio in Q2 2026, its #9 holding.
- USAdvisors Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
- 2,286 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.