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

Wealth Advisors Northwest’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	$391K	Buy	+524	New	+$380K	0.13%	48

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Wealth Advisors Northwest's SPY Position: Q2 2026 in Review

Wealth Advisors Northwest opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 524 shares worth $391K. The stake represents 0.13% of the portfolio and ranks #48 among its holdings.

906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealth Advisors Northwest held 524 shares of State Street SPDR S&P 500 ETF Trust worth $391K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Wealth Advisors Northwest position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Wealth Advisors Northwest's portfolio in Q2 2026, its #48 holding.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.