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

WealthCare Asset Management’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 Q1	–	Sell	-73,700	Closed	-$49.3M	–	43
2025 Q4	$49.3M	Buy	+73,700	New	+$49.8M	31.15%	1

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthCare Asset Management's SPY Position: Q2 2026 in Review

WealthCare Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.1% in Q2 2026, buying an estimated $27.6K and bringing the position to 576 shares worth $430K. The position accounts for 0.18% of the portfolio, ranked #52.

WealthCare Asset Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.93M in Q4 2025. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WealthCare Asset Management held 576 shares of State Street SPDR S&P 500 ETF Trust worth $430K as of Q2 2026.
WealthCare Asset Management bought 38 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $27.6K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of WealthCare Asset Management's portfolio in Q2 2026, its #52 holding.
WealthCare Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
WealthCare Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.93M in Q4 2025.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WealthCare Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.