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

VERITY 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 		– Sell
-503
Closed -$327K – 84
2026
Q1 		$327K Buy
+503
New +$342K 0.22% 63

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

VERITY Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 503 shares — an estimated $327K sold.

VERITY Wealth Advisors first reported a position in SPY in Q1 2026 and held it in 1 quarter. The position peaked at $327K in Q1 2026. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • VERITY Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • VERITY Wealth Advisors sold 503 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $327K.
  • VERITY Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and held it in 1 quarter.
  • VERITY Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $327K in Q1 2026.
  • 1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.