Wealth Advisory Team’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
NMIFOAC
Wealth Advisory Team's SPY Position: Q2 2026 in Review
Wealth Advisory Team opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 375 shares worth $281K. The stake represents 0.23% of the portfolio and ranks #33 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in SPY as recently as Q4 2025.
Wealth Advisory Team first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $284K in Q4 2025. 3,527 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Wealth Advisory Team held 375 shares of State Street SPDR S&P 500 ETF Trust worth $281K as of Q2 2026.
- State Street SPDR S&P 500 ETF Trust was a new Wealth Advisory Team position in Q2 2026.
- State Street SPDR S&P 500 ETF Trust made up 0.23% of Wealth Advisory Team's portfolio in Q2 2026, its #33 holding.
- Wealth Advisory Team first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
- Wealth Advisory Team's State Street SPDR S&P 500 ETF Trust position peaked at $284K in Q4 2025.
- 3,527 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.