Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $424M | Buy |
592,442
+12,404
| +2% | +$8.99M | 0.71% | 22 |
|
|
2026
Q1 | $0 | Sell |
580,038
-113,315
| -16% | -$77M | ﹤0.01% | 3848 |
|
|
2025
Q4 | $480M | Buy |
693,353
+15,692
| +2% | +$10.6M | 0.65% | 24 |
|
|
2025
Q3 | $448M | Buy |
677,661
+7,370
| +1% | +$4.72M | 0.68% | 23 |
|
|
2025
Q2 | $419M | Buy |
670,291
+10,896
| +2% | +$6.23M | 0.69% | 24 |
|
|
2025
Q1 | $369M | Buy |
659,395
+3,885
| +0.6% | +$2.28M | 0.71% | 22 |
|
|
2024
Q4 | $384M | Buy |
655,510
+34,531
| +6% | +$20.3M | 0.74% | 22 |
|
|
2024
Q3 | $356M | Buy |
620,979
+9,092
| +1% | +$5.03M | 0.77% | 21 |
|
|
2024
Q2 | $333M | Buy |
611,887
+246,938
| +68% | +$129M | 0.79% | 21 |
|
|
2024
Q1 | $191M | Buy |
364,949
+11,356
| +3% | +$5.65M | 0.49% | 35 |
|
|
2023
Q4 | $168M | Sell |
353,593
-35,184
| -9% | -$15.7M | 0.49% | 34 |
|
|
2023
Q3 | $166M | Buy |
388,777
+370,397
| +2,015% | +$165M | 0.55% | 30 |
|
|
2023
Q2 | $8.15M | Buy |
18,380
+437
| +2% | +$183K | 0.09% | 101 |
|
|
2023
Q1 | $7.35M | Buy |
17,943
+10,580
| +144% | +$4.22M | 0.09% | 107 |
|
|
2022
Q4 | $2.95M | Sell |
7,363
-673
| -8% | -$259K | 0.04% | 153 |
|
|
2022
Q3 | $2.92M | Buy |
8,036
+1,484
| +23% | +$589K | 0.04% | 148 |
|
|
2022
Q2 | $2.55M | Buy |
6,552
+1,364
| +26% | +$559K | 0.04% | 188 |
|
|
2022
Q1 | $2.37M | Sell |
5,188
-132
| -2% | -$58.8K | 0.03% | 182 |
|
|
2021
Q4 | $2.38M | Buy |
5,320
+77
| +1% | +$35.3K | 0.03% | 161 |
|
|
2021
Q3 | $2.39M | Sell |
5,243
-1,016
| -16% | -$448K | 0.04% | 139 |
|
|
2021
Q2 | $2.72M | Buy |
6,259
+944
| +18% | +$394K | 0.04% | 134 |
|
|
2021
Q1 | $2.16M | Buy |
5,315
+554
| +12% | +$214K | 0.04% | 141 |
|
|
2020
Q4 | $1.79M | Sell |
4,761
-382
| -7% | -$136K | 0.04% | 127 |
|
|
2020
Q3 | $1.81M | Buy |
5,143
+116
| +2% | +$38.4K | 0.05% | 125 |
|
|
2020
Q2 | $1.64M | Buy |
5,027
+394
| +9% | +$115K | 0.05% | 134 |
|
|
2020
Q1 | $1.32M | Buy |
4,633
+195
| +4% | +$59.5K | 0.05% | 141 |
|
|
2019
Q4 | $1.43M | Sell |
4,438
-120
| -3% | -$37K | 0.05% | 140 |
|
|
2019
Q3 | $1.35M | Buy |
4,558
+1,930
| +73% | +$570K | 0.05% | 131 |
|
|
2019
Q2 | $792K | Buy |
2,628
+1,254
| +91% | +$361K | 0.03% | 173 |
|
|
2019
Q1 | $402K | Buy |
1,374
+112
| +9% | +$30.4K | 0.02% | 168 |
|
|
2018
Q4 | $336K | Buy |
+1,262
| New | +$340K | 0.02% | 156 |
|
|
2018
Q3 | – | Sell |
-1,098
| Closed | -$305K | – | 194 |
|
|
2018
Q2 | $305K | Buy |
+1,098
| New | +$297K | 0.02% | 148 |
|
|
2018
Q1 | – | Sell |
-1,057
| Closed | -$294K | – | 178 |
|
|
2017
Q4 | $294K | Buy |
+1,057
| New | +$275K | 0.02% | 136 |
|
Other funds holding SPY
Wealth Enhancement Advisory Services's SPY Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, buying an estimated $8.99M and bringing the position to 592,442 shares worth $424M. The position accounts for 0.71% of the portfolio, ranked #22.
Wealth Enhancement Advisory Services first reported a position in SPY in Q4 2017 and has held it in 33 quarters since. The position peaked at $480M in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Wealth Enhancement Advisory Services held 592,442 shares of State Street SPDR S&P 500 ETF Trust worth $424M as of Q2 2026.
- Wealth Enhancement Advisory Services bought 12,404 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $8.99M.
- State Street SPDR S&P 500 ETF Trust made up 0.71% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #22 holding.
- Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 33 quarters since.
- Wealth Enhancement Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $480M in Q4 2025.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.