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

Wealth Alliance Advisory Group’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	$1.71M	Sell	2,285 -641	-22%	-$465K	0.25%	63
2026 Q1	$1.9M	Sell	2,926 -656	-18%	-$446K	0.3%	61
2025 Q4	$2.44M	Sell	3,582 -123	-3%	-$83.1K	0.42%	48
2025 Q3	$2.47M	Buy	3,705 +51	+1%	+$32.7K	0.45%	45
2025 Q2	$2.26M	Buy	3,654 +125	+4%	+$71.5K	0.43%	50
2025 Q1	$1.97M	Buy	3,529 +7	+0.2%	+$4.11K	0.41%	47
2024 Q4	$2.06M	Buy	3,522 +1,067	+43%	+$629K	0.44%	44
2024 Q3	$1.41M	Hold	2,455	–	–	0.3%	58
2024 Q2	$1.34M	Sell	2,455 -15	-0.6%	-$7.85K	0.3%	54
2024 Q1	$1.29M	Buy	2,470 +69	+3%	+$34.4K	0.3%	55
2023 Q4	$1.14M	Buy	2,401 +22	+0.9%	+$9.8K	0.3%	55
2023 Q3	$1.02M	Buy	2,379 +20	+0.8%	+$8.89K	0.3%	58
2023 Q2	$1.05M	Sell	2,359 -340	-13%	-$143K	0.37%	50
2023 Q1	$1.1M	Sell	2,699 -4	-0.1%	-$1.6K	0.41%	43
2022 Q4	$1.03M	Sell	2,703 -3,729	-58%	-$1.43M	0.4%	43
2022 Q3	$2.3M	Sell	6,432 -676	-10%	-$268K	1.01%	20
2022 Q2	$2.68M	Buy	7,108 +4,464	+169%	+$1.83M	1.27%	15
2022 Q1	$1.19M	Sell	2,644 -5,482	-67%	-$2.44M	0.52%	35
2021 Q4	$3.86M	Sell	8,126 -55	-0.7%	-$25.2K	1.68%	12
2021 Q3	$3.51M	Hold	8,181	–	–	1.71%	11
2021 Q2	$3.5M	Buy	8,181 +66	+0.8%	+$27.5K	1.7%	12
2021 Q1	$3.22M	Buy	8,115 +137	+2%	+$52.8K	1.65%	12
2020 Q4	$2.98M	Sell	7,978 -816	-9%	-$289K	1.61%	13
2020 Q3	$2.94M	Sell	8,794 -363	-4%	-$120K	1.74%	12
2020 Q2	$2.82M	Sell	9,157 -791	-8%	-$232K	1.73%	14
2020 Q1	$2.56M	Buy	9,948 +1,000	+11%	+$305K	1.99%	12
2019 Q4	$2.88M	Buy	8,948 +12	+0.1%	+$3.69K	1.64%	13
2019 Q3	$2.65M	Hold	8,936	–	–	1.65%	13
2019 Q2	$2.69M	Hold	8,936	–	–	1.66%	12
2019 Q1	$2.57M	Buy	8,936 +281	+3%	+$76.3K	1.66%	13
2018 Q4	$2.16M	Sell	8,655 -1,057	-11%	-$285K	1.62%	12
2018 Q3	$2.82M	Sell	9,712 -33	-0.3%	-$9.4K	1.44%	18
2018 Q2	$2.64M	Buy	9,745 +293	+3%	+$79.1K	1.45%	18
2018 Q1	$2.49M	Buy	9,452 +1,070	+13%	+$292K	1.45%	19
2017 Q4	$2.24M	Buy	+8,382	New	+$2.18M	2.01%	15

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Alliance Advisory Group's SPY Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q2 2026, selling an estimated $465K and leaving 2,285 shares worth $1.71M. The position accounts for 0.25% of the portfolio, ranked #63.

Wealth Alliance Advisory Group first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.86M in Q4 2021. 2,388 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealth Alliance Advisory Group held 2,285 shares of State Street SPDR S&P 500 ETF Trust worth $1.71M as of Q2 2026.
Wealth Alliance Advisory Group sold 641 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $465K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #63 holding.
Wealth Alliance Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
Wealth Alliance Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.86M in Q4 2021.
2,388 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.