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

Vigilare 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
2026 Q2	$3.56M	Sell	4,764 -6,992	-59%	-$5.07M	1.09%	19
2026 Q1	$7.65M	Sell	11,756 -8,607	-42%	-$5.85M	2.58%	7
2025 Q4	$13.9M	Buy	20,363 +12,842	+171%	+$8.68M	4.67%	5
2025 Q3	$5.01M	Sell	7,521 -289	-4%	-$185K	1.74%	17
2025 Q2	$4.83M	Buy	7,810 +7,396	+1,786%	+$4.23M	1.81%	16
2025 Q1	$232K	Buy	+414	New	+$243K	0.09%	91
2024 Q2	–	Sell	-98	Closed	-$51.3K	–	98
2024 Q1	$51.3K	Buy	+98	New	+$48.8K	0.03%	93

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Vigilare Wealth Management's SPY Position: Q2 2026 in Review

Vigilare Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 59% in Q2 2026, selling an estimated $5.07M and leaving 4,764 shares worth $3.56M. The position accounts for 1.09% of the portfolio, ranked #19.

Vigilare Wealth Management first reported a position in SPY in Q1 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q4 2025. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vigilare Wealth Management held 4,764 shares of State Street SPDR S&P 500 ETF Trust worth $3.56M as of Q2 2026.
Vigilare Wealth Management sold 6,992 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.07M.
State Street SPDR S&P 500 ETF Trust made up 1.09% of Vigilare Wealth Management's portfolio in Q2 2026, its #19 holding.
Vigilare Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 7 quarters since.
Vigilare Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $13.9M in Q4 2025.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.