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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-134
Closed -$75K 141
2025
Q1
$75K Buy
+134
New +$78.8K 0.03% 117
2022
Q2
Sell
-718
Closed -$323K 106
2022
Q1
$323K Hold
718
0.09% 82
2021
Q4
$341K Buy
+718
New +$330K 0.08% 89

Other funds holding SPY

Wealth Advisors of Tampa Bay's SPY Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 134 shares — an estimated $75K sold.

Wealth Advisors of Tampa Bay first reported a position in SPY in Q4 2021 and held it in 3 quarters. The position peaked at $341K in Q4 2021. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 134 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $75K.
  • Wealth Advisors of Tampa Bay first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 3 quarters.
  • Wealth Advisors of Tampa Bay's State Street SPDR S&P 500 ETF Trust position peaked at $341K in Q4 2021.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.