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
2020 Q3	–	Sell	-22,500	Closed	-$6.94M	–	144
2020 Q2	$6.94M	Buy	+22,500	New	+$6.59M	7.04%	1
2020 Q1	–	Sell	-2,000	Closed	-$648K	–	150
2019 Q4	$648K	Buy	+2,000	New	+$616K	0.43%	60

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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. 1,031 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.
1,031 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.