VWA
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Valued Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Valued Wealth Advisors’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 		$5.99K Hold
8
– – ﹤0.01% 412
2026
Q1 		$5.22K Hold
8
– – ﹤0.01% 392
2025
Q4 		$5.52K Sell
8
-23
-74% -$15.5K ﹤0.01% 290
2025
Q3 		$20.4K Hold
31
– – 0.01% 150
2025
Q2 		$18.9K Hold
31
– – 0.01% 147
2025
Q1 		$17.1K Sell
31
-2
-6% -$1.18K 0.01% 166
2024
Q4 		$19.2K Buy
33
+1
+3% +$589 0.01% 164
2024
Q3 		$18.6K Buy
32
+2
+7% +$1.11K 0.01% 154
2024
Q2 		$16.4K Buy
30
+8
+36% +$4.19K 0.01% 148
2024
Q1 		$11.5K Buy
+22
New +$11K 0.01% 172

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

Valued Wealth Advisors's SPY Position: Q2 2026 in Review

Valued Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 8 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Valued Wealth Advisors first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.4K in Q3 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Valued Wealth Advisors held 8 shares of State Street SPDR S&P 500 ETF Trust worth $5.99K as of Q2 2026.
  • Valued Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #412 holding.
  • Valued Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $20.4K in Q3 2025.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.