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

Wealth Management Associates’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	$843K	Sell	1,129 -7	-0.6%	-$5.08K	0.23%	76
2026 Q1	$739K	Buy	1,136 +102	+10%	+$69.3K	0.26%	81
2025 Q4	$705K	Sell	1,034 -11	-1%	-$7.43K	0.25%	75
2025 Q3	$696K	Sell	1,045 -15	-1%	-$9.62K	0.25%	78
2025 Q2	$655K	Buy	1,060 +62	+6%	+$35.4K	0.25%	80
2025 Q1	$558K	Buy	998 +157	+19%	+$92.3K	0.24%	80
2024 Q4	$493K	Buy	841 +24	+3%	+$14.1K	0.21%	92
2024 Q3	$469K	Hold	817	–	–	0.21%	97
2024 Q2	$445K	Hold	817	–	–	0.21%	95
2024 Q1	$445K	Sell	817 -125	-13%	-$62.2K	0.21%	95
2023 Q4	$448K	Buy	942 +275	+41%	+$123K	0.24%	89
2023 Q3	$285K	Hold	667	–	–	0.17%	137
2023 Q2	$296K	Hold	667	–	–	0.17%	130
2023 Q1	$273K	Hold	667	–	–	0.17%	142
2022 Q4	$255K	Hold	667	–	–	0.17%	144
2022 Q3	$238K	Sell	667 -13	-2%	-$5.16K	0.17%	148
2022 Q2	$257K	Hold	680	–	–	0.18%	143
2022 Q1	$307K	Buy	680 +13	+2%	+$5.79K	0.17%	141
2021 Q4	$317K	Hold	667	–	–	0.17%	151
2021 Q3	$286K	Hold	667	–	–	0.17%	141
2021 Q2	$286K	Hold	667	–	–	0.16%	147
2021 Q1	$264K	Hold	667	–	–	0.17%	144
2020 Q4	$249K	Sell	667 -100	-13%	-$35.5K	0.16%	144
2020 Q3	$257K	Hold	767	–	–	0.2%	127
2020 Q2	$237K	Buy	+767	New	+$225K	0.2%	123
2020 Q1	–	Sell	-717	Closed	-$231K	–	146
2019 Q4	$231K	Hold	717	–	–	0.17%	134
2019 Q3	$213K	Hold	717	–	–	0.17%	137
2019 Q2	$210K	Sell	717 -1,067	-60%	-$307K	0.21%	90
2019 Q1	$504K	Buy	+1,784	New	+$485K	0.55%	45

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 Management Associates's SPY Position: Q2 2026 in Review

Wealth Management Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.62% in Q2 2026, selling an estimated $5.08K and leaving 1,129 shares worth $843K. The position accounts for 0.23% of the portfolio, ranked #76.

Wealth Management Associates first reported a position in SPY in Q1 2019 and has held it in 29 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealth Management Associates held 1,129 shares of State Street SPDR S&P 500 ETF Trust worth $843K as of Q2 2026.
Wealth Management Associates sold 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Wealth Management Associates's portfolio in Q2 2026, its #76 holding.
Wealth Management Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 29 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.