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WealthBridge Investment Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WealthBridge Investment Counsel’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 		$1.53M Buy
2,048
+8
+0.4% +$5.8K 0.41% 42
2026
Q1 		$1.33M Buy
2,040
+31
+2% +$21.1K 0.41% 39
2025
Q4 		$1.37M Buy
2,009
+14
+0.7% +$9.46K 0.41% 39
2025
Q3 		$1.33M Sell
1,995
-51
-2% -$32.7K 0.41% 40
2025
Q2 		$1.26M Sell
2,046
-25
-1% -$14.3K 0.41% 42
2025
Q1 		$1.16M Sell
2,071
-86
-4% -$50.5K 0.42% 40
2024
Q4 		$1.26M Buy
2,157
+35
+2% +$20.6K 0.46% 38
2024
Q3 		$1.22M Hold
2,122
– – 0.43% 39
2024
Q2 		$1.16M Sell
2,122
-770
-27% -$403K 0.44% 38
2024
Q1 		$1.51M Hold
2,892
– – 0.56% 38
2023
Q4 		$1.38M Sell
2,892
-80
-3% -$35.6K 0.55% 38
2023
Q3 		$1.27M Sell
2,972
-223
-7% -$99.2K 0.55% 38
2023
Q2 		$1.42M Sell
3,195
-44
-1% -$18.5K 0.6% 37
2023
Q1 		$1.33M Sell
3,239
-150
-4% -$59.8K 0.59% 37
2022
Q4 		$1.3M Buy
3,389
+95
+3% +$36.5K 0.57% 38
2022
Q3 		$1.18M Sell
3,294
-24
-0.7% -$9.53K 0.62% 36
2022
Q2 		$1.25M Buy
3,318
+235
+8% +$96.3K 0.64% 34
2022
Q1 		$1.39M Buy
3,083
+228
+8% +$102K 0.61% 35
2021
Q4 		$1.36M Buy
2,855
+225
+9% +$103K 0.57% 35
2021
Q3 		$1.13M Sell
2,630
-27
-1% -$11.9K 0.51% 35
2021
Q2 		$1.14M Sell
2,657
-520
-16% -$217K 0.5% 35
2021
Q1 		$1.26M Hold
3,177
– – 0.62% 34
2020
Q4 		$1.19M Sell
3,177
-20
-0.6% -$7.09K 0.62% 34
2020
Q3 		$1.07M Sell
3,197
-115
-3% -$38.1K 0.65% 34
2020
Q2 		$1.02M Sell
3,312
-45
-1% -$13.2K 0.68% 33
2020
Q1 		$865K Sell
3,357
-62
-2% -$18.9K 0.73% 31
2019
Q4 		$1.1M Buy
+3,419
New +$1.05M 0.62% 34

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

WealthBridge Investment Counsel's SPY Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.39% in Q2 2026, buying an estimated $5.8K and bringing the position to 2,048 shares worth $1.53M. The position accounts for 0.41% of the portfolio, ranked #42.

WealthBridge Investment Counsel first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,423 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • WealthBridge Investment Counsel held 2,048 shares of State Street SPDR S&P 500 ETF Trust worth $1.53M as of Q2 2026.
  • WealthBridge Investment Counsel bought 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.41% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #42 holding.
  • WealthBridge Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,423 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.