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

Wealth Enhancement Advisory Services’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	$41.4M	Sell	57,900 -1,800	-3%	-$1.31M	0.07%	247
2026 Q1	$363M	Buy	+59,700	New	+$40.6M	0.74%	21
2025 Q4	–	Sell	-54,491	Closed	-$531K	–	3788
2025 Q3	$531K	Buy	54,491 +31,491	+137%	+$20.2M	﹤0.01%	2321
2025 Q2	$251K	Buy	23,000 +6,800	+42%	+$3.89M	﹤0.01%	2789
2025 Q1	$394K	Buy	16,200 +4,200	+35%	+$2.47M	﹤0.01%	2221
2024 Q4	$211K	Buy	12,000 +300	+3%	+$177K	﹤0.01%	2656
2024 Q3	$246K	Buy	11,700 +11,500	+5,750%	+$6.36M	﹤0.01%	2315
2024 Q2	$2.63K	Sell	200 -1,200	-86%	-$628K	﹤0.01%	2568
2024 Q1	$3.21K	Sell	1,400 -500	-26%	-$249K	﹤0.01%	2444
2023 Q4	$3.41K	Sell	1,900 -4,000	-68%	-$1.78M	﹤0.01%	2309
2023 Q3	$50.7K	Buy	+5,900	New	+$2.62M	﹤0.01%	2160

Other funds holding SPY

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

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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. 926 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.
926 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.