WCG Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WCG Wealth Advisors’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 Q1	$18.4M	Sell	28,280 -50,016	-64%	-$34M	0.51%	54
2025 Q4	$53.4M	Buy	78,296 +57,460	+276%	+$38.8M	1.5%	11
2025 Q3	$13.9M	Sell	20,836 -821	-4%	-$526K	0.87%	31
2025 Q2	$13.4M	Buy	21,657 +5,558	+35%	+$3.18M	0.87%	31
2025 Q1	$9.01M	Sell	16,099 -8,625	-35%	-$5.07M	0.68%	45
2024 Q4	$14.5M	Sell	24,724 -2,138	-8%	-$1.26M	0.96%	27
2024 Q3	$15.4M	Buy	26,862 +9,481	+55%	+$5.24M	1.04%	23
2024 Q2	$9.46M	Buy	17,381 +3,370	+24%	+$1.76M	0.7%	41
2024 Q1	$7.33M	Sell	14,011 -31,911	-69%	-$15.9M	0.61%	53
2023 Q4	$21.8M	Buy	45,922 +5,160	+13%	+$2.3M	1.6%	12
2023 Q3	$17.4M	Buy	+40,762	New	+$18.1M	1.28%	19
2023 Q1	–	Sell	-11,000	Closed	-$4.21M	–	167
2022 Q4	$4.21M	Buy	11,000 +6,015	+121%	+$2.31M	0.58%	46
2022 Q3	$1.79M	Buy	4,985 +128	+3%	+$50.8K	0.24%	84
2022 Q2	$1.83M	Buy	+4,857	New	+$1.99M	0.25%	76

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCG Wealth Advisors's SPY Position: Q1 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 64% in Q1 2026, selling an estimated $34M and leaving 28,280 shares worth $18.4M. The position accounts for 0.51% of the portfolio, ranked #54.

WCG Wealth Advisors first reported a position in SPY in Q2 2022 and has held it in 14 quarters since. The position peaked at $53.4M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

WCG Wealth Advisors held 28,280 shares of State Street SPDR S&P 500 ETF Trust worth $18.4M as of Q1 2026.
WCG Wealth Advisors sold 50,016 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $34M.
State Street SPDR S&P 500 ETF Trust made up 0.51% of WCG Wealth Advisors's portfolio in Q1 2026, its #54 holding.
WCG Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 14 quarters since.
WCG Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $53.4M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.