Vawter Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Vawter Financial’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	$4.04M	Sell	5,410 -41	-0.8%	-$29.7K	1.52%	19
2026 Q1	$3.55M	Sell	5,451 -145	-3%	-$98.6K	1.49%	19
2025 Q4	$3.82M	Hold	5,596	–	–	1.61%	18
2025 Q3	$3.73M	Buy	5,596 +4,952	+769%	+$3.17M	1.69%	19
2025 Q2	$398K	Sell	644 -52	-7%	-$29.7K	4.49%	8
2025 Q1	$389K	Hold	696	–	–	0.22%	63
2024 Q4	$408K	Hold	696	–	–	0.25%	60
2024 Q3	$399K	Hold	696	–	–	0.24%	59
2024 Q2	$379K	Hold	696	–	–	0.26%	58
2024 Q1	$364K	Hold	696	–	–	0.26%	54
2023 Q4	$331K	Buy	+696	New	+$310K	0.26%	50
2023 Q3	–	Sell	-696	Closed	-$309K	–	68
2023 Q2	$309K	Buy	+696	New	+$292K	0.27%	52

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Vawter Financial's SPY Position: Q2 2026 in Review

Vawter Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.75% in Q2 2026, selling an estimated $29.7K and leaving 5,410 shares worth $4.04M. The position accounts for 1.52% of the portfolio, ranked #19.

Vawter Financial first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vawter Financial held 5,410 shares of State Street SPDR S&P 500 ETF Trust worth $4.04M as of Q2 2026.
Vawter Financial sold 41 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $29.7K.
State Street SPDR S&P 500 ETF Trust made up 1.52% of Vawter Financial's portfolio in Q2 2026, its #19 holding.
Vawter Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.