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

Wealth Advisory Solutions’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 Q3	$45.7M	Sell	59,972 -95	-0.2%	-$72.2K	9.45%	1
2026 Q2	$44.9M	Sell	60,067 -1,689	-3%	-$1.22M	9.21%	1
2026 Q1	$40.2M	Buy	61,756 +1,066	+2%	+$725K	8.95%	1
2025 Q4	$41.4M	Sell	60,690 -100	-0.2%	-$67.6K	9.65%	1
2025 Q3	$40.5M	Buy	60,790 +6	+0%	+$3.85K	9.81%	1
2025 Q2	$37.6M	Sell	60,784 -245	-0.4%	-$140K	9.51%	1
2025 Q1	$34.1M	Sell	61,029 -2,166	-3%	-$1.27M	9.03%	1
2024 Q4	$37M	Sell	63,195 -193	-0.3%	-$114K	10.38%	1
2024 Q3	$36.4M	Sell	63,388 -2,837	-4%	-$1.57M	10.01%	1
2024 Q2	$36M	Sell	66,225 -492	-0.7%	-$258K	9.77%	1
2024 Q1	$34.9M	Buy	66,717 +2,107	+3%	+$1.05M	9.04%	1
2023 Q4	$30.7M	Sell	64,610 -66,351	-51%	-$29.6M	10.72%	1
2023 Q3	$59.1M	Buy	130,961 +59,444	+83%	+$26.4M	11.57%	1
2023 Q2	$31.7M	Sell	71,517 -244	-0.3%	-$102K	8.44%	1
2023 Q1	$29.4M	Buy	71,761 +6,073	+9%	+$2.42M	7.81%	1
2022 Q4	$25.1M	Buy	65,688 +1,686	+3%	+$648K	6.75%	3
2022 Q3	$22.9M	Sell	64,002 -4,953	-7%	-$1.97M	6.32%	3
2022 Q2	$26M	Sell	68,955 -9,275	-12%	-$3.8M	6.4%	1
2022 Q1	$35.3M	Buy	+78,230	New	+$34.8M	7.35%	1
2021 Q3	$33.5M	Buy	78,122 +12,400	+19%	+$5.47M	7.45%	2
2021 Q2	$28.1M	Buy	65,722 +245	+0.4%	+$102K	6.68%	2
2021 Q1	$26.4M	Sell	65,477 -1,156	-2%	-$446K	5.49%	3
2020 Q4	$24.9M	Sell	66,633 -202	-0.3%	-$71.7K	6.76%	2
2020 Q3	$22.4M	Sell	66,835 -5,439	-8%	-$1.8M	5.94%	1
2020 Q2	$22.3M	Sell	72,274 -1,085	-1%	-$318K	6.21%	2
2020 Q1	$18.9M	Sell	73,359 -2,234	-3%	-$681K	6.42%	1
2019 Q4	$24.3M	Buy	+75,593	New	+$23.3M	6.41%	1

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Advisory Solutions's SPY Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.16% in Q3 2026, selling an estimated $72.2K and leaving 59,972 shares worth $45.7M. The position accounts for 9.45% of the portfolio, ranked #1.

Wealth Advisory Solutions first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $59.1M in Q3 2023. 1,427 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Wealth Advisory Solutions held 59,972 shares of State Street SPDR S&P 500 ETF Trust worth $45.7M as of Q3 2026.
Wealth Advisory Solutions sold 95 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $72.2K.
State Street SPDR S&P 500 ETF Trust made up 9.45% of Wealth Advisory Solutions's portfolio in Q3 2026, its #1 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Wealth Advisory Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $59.1M in Q3 2023.
1,427 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.