WFS
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Walker Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Walker Financial Services’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 		$419K Sell
561
-14
-2% -$10.2K 0.13% 32
2026
Q1 		$374K Sell
575
-2
-0.3% -$1.36K 0.13% 33
2025
Q4 		$394K Sell
577
-16
-3% -$10.8K 0.14% 33
2025
Q3 		$395K Sell
593
-16
-3% -$10.3K 0.15% 32
2025
Q2 		$376K Buy
609
+19
+3% +$10.9K 0.17% 26
2025
Q1 		$330K Buy
590
+64
+12% +$37.6K 0.17% 21
2024
Q4 		$308K Sell
526
-89
-14% -$52.4K 0.18% 21
2024
Q3 		$353K Buy
615
+20
+3% +$11.1K 0.24% 20
2024
Q2 		$324K Buy
595
+1
+0.2% +$523 0.25% 20
2024
Q1 		$311K Buy
594
+19
+3% +$9.46K 0.26% 21
2023
Q4 		$273K Buy
+575
New +$256K 0.28% 20

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Walker Financial Services's SPY Position: Q2 2026 in Review

Walker Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, selling an estimated $10.2K and leaving 561 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #32.

Walker Financial Services first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Walker Financial Services held 561 shares of State Street SPDR S&P 500 ETF Trust worth $419K as of Q2 2026.
  • Walker Financial Services sold 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
  • State Street SPDR S&P 500 ETF Trust made up 0.13% of Walker Financial Services's portfolio in Q2 2026, its #32 holding.
  • Walker Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.