VisionPoint Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

VisionPoint Advisory 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	$11.8M	Sell	15,785 -1,498	-9%	-$1.09M	1.92%	7
2026 Q1	$11.2M	Sell	17,283 -777	-4%	-$528K	2.12%	2
2025 Q4	$12.3M	Buy	18,060 +707	+4%	+$478K	2.4%	2
2025 Q3	$11.6M	Buy	17,353 +3,773	+28%	+$2.42M	2.31%	3
2025 Q2	$8.39M	Buy	13,580 +9,102	+203%	+$5.2M	1.83%	7
2025 Q1	$2.5M	Buy	4,478 +2,973	+198%	+$1.75M	0.86%	37
2024 Q4	$880K	Sell	1,505 -113	-7%	-$66.6K	0.3%	87
2024 Q3	$928K	Buy	1,618 +209	+15%	+$116K	0.31%	86
2024 Q2	$767K	Sell	1,409 -567	-29%	-$297K	0.27%	89
2024 Q1	$1.03M	Buy	1,976 +598	+43%	+$298K	0.37%	73
2023 Q4	$655K	Buy	1,378 +142	+11%	+$63.3K	0.24%	81
2023 Q3	$528K	Buy	1,236 +586	+90%	+$261K	0.23%	90
2023 Q2	$288K	Buy	+650	New	+$273K	0.12%	116
2022 Q2	–	Sell	-1,092	Closed	-$428K	–	120
2022 Q1	$428K	Sell	1,092 -974	-47%	-$434K	0.2%	57
2021 Q4	$927K	Sell	2,066 -23,501	-92%	-$10.8M	0.41%	53
2021 Q3	$12M	Sell	25,567 -21,963	-46%	-$9.69M	5.34%	1
2021 Q2	$20.3M	Sell	47,530 -17,342	-27%	-$7.24M	9.07%	1
2021 Q1	$25.7M	Buy	64,872 +15,661	+32%	+$6.04M	12.32%	1
2020 Q4	$18.4M	Buy	49,211 +48,097	+4,318%	+$17.1M	9.27%	2
2020 Q3	$373K	Buy	+1,114	New	+$369K	0.16%	73
2020 Q2	–	Sell	-272,769	Closed	-$70.3M	–	135
2020 Q1	$70.3M	Buy	272,769 +268,040	+5,668%	+$81.8M	32.92%	1
2019 Q4	$1.52M	Sell	4,729 -211,230	-98%	-$65M	0.63%	36
2019 Q3	$63.6M	Buy	215,959 +20,240	+10%	+$5.98M	17.42%	2
2019 Q2	$57.3M	Buy	195,719 +183,134	+1,455%	+$52.7M	16.47%	2
2019 Q1	$3.56M	Sell	12,585 -178,098	-93%	-$48.4M	1%	13
2018 Q4	$47.7M	Buy	+190,683	New	+$51.4M	15.43%	3

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

VisionPoint Advisory Group's SPY Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.7% in Q2 2026, selling an estimated $1.09M and leaving 15,785 shares worth $11.8M. The position accounts for 1.92% of the portfolio, ranked #7.

VisionPoint Advisory Group first reported a position in SPY in Q4 2018 and has held it in 26 quarters since. The position peaked at $70.3M in Q1 2020. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

VisionPoint Advisory Group held 15,785 shares of State Street SPDR S&P 500 ETF Trust worth $11.8M as of Q2 2026.
VisionPoint Advisory Group sold 1,498 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.09M.
State Street SPDR S&P 500 ETF Trust made up 1.92% of VisionPoint Advisory Group's portfolio in Q2 2026, its #7 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 26 quarters since.
VisionPoint Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $70.3M in Q1 2020.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.