Wealthcare Advisory Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wealthcare Advisory Partners’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	$65.1M	Sell	87,230 -81,390	-48%	-$59M	1.24%	12
2026 Q1	$110M	Sell	168,620 -3,589	-2%	-$2.44M	2.13%	5
2025 Q4	$117M	Sell	172,209 -1,470	-0.8%	-$994K	2.31%	5
2025 Q3	$116M	Sell	173,679 -297	-0.2%	-$190K	2.41%	4
2025 Q2	$107M	Buy	173,976 +1,408	+0.8%	+$805K	2.45%	4
2025 Q1	$96.5M	Sell	172,568 -795	-0.5%	-$467K	2.59%	5
2024 Q4	$102M	Sell	173,363 -7,608	-4%	-$4.48M	2.82%	3
2024 Q3	$104M	Buy	180,971 +58	+0%	+$32.1K	2.96%	3
2024 Q2	$98.5M	Buy	180,913 +3,127	+2%	+$1.64M	3.08%	4
2024 Q1	$93M	Buy	177,786 +86,098	+94%	+$42.9M	3.05%	4
2023 Q4	$43.6M	Buy	91,688 +7,337	+9%	+$3.27M	1.73%	8
2023 Q3	$36.1M	Buy	84,351 +6,032	+8%	+$2.68M	1.66%	10
2023 Q2	$34.7M	Sell	78,319 -8,686	-10%	-$3.65M	1.55%	11
2023 Q1	$35.6M	Buy	87,005 +9,542	+12%	+$3.81M	1.53%	11
2022 Q4	$29.6M	Sell	77,463 -716	-0.9%	-$275K	1.42%	12
2022 Q3	$27.9M	Buy	78,179 +4,146	+6%	+$1.65M	1.59%	9
2022 Q2	$27.9M	Buy	74,033 +5,977	+9%	+$2.45M	1.69%	11
2022 Q1	$30.7M	Sell	68,056 -6,898	-9%	-$3.07M	1.87%	10
2021 Q4	$35.6M	Buy	74,954 +5,409	+8%	+$2.48M	2.13%	9
2021 Q3	$29.8M	Sell	69,545 -757	-1%	-$334K	1.95%	11
2021 Q2	$30.1M	Buy	70,302 +530	+0.8%	+$221K	2.01%	9
2021 Q1	$27.7M	Sell	69,772 -4,459	-6%	-$1.72M	2%	10
2020 Q4	$27.8M	Sell	74,231 -617	-0.8%	-$219K	2.47%	8
2020 Q3	$25.1M	Sell	74,848 -6,093	-8%	-$2.02M	2.75%	8
2020 Q2	$25M	Sell	80,941 -4,852	-6%	-$1.42M	3.11%	8
2020 Q1	$22.1M	Sell	85,793 -11,317	-12%	-$3.45M	3.24%	8
2019 Q4	$31.3M	Sell	97,110 -4,423	-4%	-$1.36M	3.97%	4
2019 Q3	$30.1M	Sell	101,533 -1,352	-1%	-$399K	4.37%	4
2019 Q2	$30.1M	Sell	102,885 -4,844	-4%	-$1.39M	4.78%	4
2019 Q1	$30.4M	Sell	107,729 -162,790	-60%	-$44.2M	5.19%	3
2018 Q4	$67.6M	Buy	270,519 +3,321	+1%	+$896K	13.12%	1
2018 Q3	$77.7M	Buy	267,198 +3,888	+1%	+$1.11M	14.26%	1
2018 Q2	$71.4M	Buy	263,310 +12,490	+5%	+$3.37M	14%	1
2018 Q1	$66M	Buy	250,820 +8,350	+3%	+$2.28M	14.91%	1
2017 Q4	$64.7M	Buy	242,470 +8,967	+4%	+$2.33M	16.64%	1
2017 Q3	$58.7M	Buy	233,503 +23,080	+11%	+$5.69M	17.43%	1
2017 Q2	$50.9M	Sell	210,423 -1,654	-0.8%	-$396K	24.72%	1
2017 Q1	$50M	Buy	212,077 +2,459	+1%	+$571K	27.29%	1
2016 Q4	$46.9M	Buy	209,618 +12,356	+6%	+$2.7M	27.72%	1
2016 Q3	$42.7M	Buy	197,262 +12,831	+7%	+$2.77M	27.71%	1
2016 Q2	$38.6M	Buy	+184,431	New	+$38.3M	27.2%	1

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Wealthcare Advisory Partners's SPY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 48% in Q2 2026, selling an estimated $59M and leaving 87,230 shares worth $65.1M. The position accounts for 1.24% of the portfolio, ranked #12.

Wealthcare Advisory Partners first reported a position in SPY in Q2 2016 and has held it in 41 quarters since. The position peaked at $117M in Q4 2025. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealthcare Advisory Partners held 87,230 shares of State Street SPDR S&P 500 ETF Trust worth $65.1M as of Q2 2026.
Wealthcare Advisory Partners sold 81,390 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $59M.
State Street SPDR S&P 500 ETF Trust made up 1.24% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #12 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's State Street SPDR S&P 500 ETF Trust position peaked at $117M in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.