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

Voisard Asset 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	$13.4M	Sell	17,892 -52	-0.3%	-$37.7K	2.53%	12
2026 Q1	$11.7M	Sell	17,944 -324	-2%	-$220K	2.49%	11
2025 Q4	$12.5M	Sell	18,268 -1,279	-7%	-$864K	2.69%	11
2025 Q3	$13M	Sell	19,547 -2,645	-12%	-$1.7M	3.01%	11
2025 Q2	$13.7M	Sell	22,192 -1,261	-5%	-$721K	3.53%	10
2025 Q1	$13.1M	Sell	23,453 -1,234	-5%	-$725K	3.83%	9
2024 Q4	$14.5M	Sell	24,687 -9,820	-28%	-$5.79M	4.84%	9
2024 Q3	$19.8M	Sell	34,507 -646	-2%	-$357K	8.25%	3
2024 Q2	$19.1M	Sell	35,153 -470	-1%	-$246K	9.35%	3
2024 Q1	$18.6M	Sell	35,623 -424	-1%	-$211K	10.49%	3
2023 Q4	$17.1M	Buy	+36,047	New	+$16.1M	10.31%	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

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

Voisard Asset Management Group's SPY Position: Q2 2026 in Review

Voisard Asset Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q2 2026, selling an estimated $37.7K and leaving 17,892 shares worth $13.4M. The position accounts for 2.53% of the portfolio, ranked #12.

Voisard Asset Management Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.8M in Q3 2024. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Voisard Asset Management Group held 17,892 shares of State Street SPDR S&P 500 ETF Trust worth $13.4M as of Q2 2026.
Voisard Asset Management Group sold 52 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $37.7K.
State Street SPDR S&P 500 ETF Trust made up 2.53% of Voisard Asset Management Group's portfolio in Q2 2026, its #12 holding.
Voisard Asset Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $19.8M in Q3 2024.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.