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

Virginia Wealth Management Group’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	$1.52M	Buy	2,033 +33	+2%	+$23.9K	0.76%	39
2026 Q1	$1.3M	Hold	2,000	–	–	0.7%	39
2025 Q4	$1.36M	Hold	2,000	–	–	0.8%	37
2025 Q3	$1.33M	Hold	2,000	–	–	0.77%	38
2025 Q2	$1.24M	Hold	2,000	–	–	0.75%	38
2025 Q1	$1.12M	Hold	2,000	–	–	0.69%	38
2024 Q4	$1.17M	Hold	2,000	–	–	0.73%	40
2024 Q3	$1.15M	Hold	2,000	–	–	0.72%	40
2024 Q2	$1.09M	Hold	2,000	–	–	0.89%	40
2024 Q1	$1.05M	Hold	2,000	–	–	0.85%	40
2023 Q4	$951K	Hold	2,000	–	–	0.83%	42
2023 Q3	$855K	Hold	2,000	–	–	0.58%	49
2023 Q2	$887K	Hold	2,000	–	–	0.61%	47
2023 Q1	$819K	Hold	2,000	–	–	0.56%	49
2022 Q4	$765K	Hold	2,000	–	–	0.53%	53
2022 Q3	$714K	Buy	2,000 +20	+1%	+$7.94K	0.53%	53
2022 Q2	$747K	Buy	+1,980	New	+$811K	0.72%	48

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Virginia Wealth Management Group's SPY Position: Q2 2026 in Review

Virginia Wealth Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, buying an estimated $23.9K and bringing the position to 2,033 shares worth $1.52M. The position accounts for 0.76% of the portfolio, ranked #39.

Virginia Wealth Management Group first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Virginia Wealth Management Group held 2,033 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q2 2026.
Virginia Wealth Management Group bought 33 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $23.9K.
State Street SPDR S&P 500 ETF Trust made up 0.76% of Virginia Wealth Management Group's portfolio in Q2 2026, its #39 holding.
Virginia Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.