Wealthcare Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $877K | Hold |
1,175
| – | – | 0.08% | 43 |
|
|
2026
Q1 | $764K | Hold |
1,175
| – | – | 0.08% | 46 |
|
|
2025
Q4 | $801K | Hold |
1,175
| – | – | 0.08% | 43 |
|
|
2025
Q3 | $783K | Hold |
1,175
| – | – | 0.08% | 42 |
|
|
2025
Q2 | $726K | Hold |
1,175
| – | – | 0.08% | 39 |
|
|
2025
Q1 | $657K | Buy |
1,175
+778
| +196% | +$457K | 0.07% | 46 |
|
|
2024
Q4 | $233K | Buy |
+397
| New | +$234K | 0.02% | 83 |
|
|
2023
Q3 | – | Sell |
-466
| Closed | -$207K | – | 81 |
|
|
2023
Q2 | $207K | Buy |
+466
| New | +$196K | 0.02% | 74 |
|
|
2021
Q2 | – | Sell |
-377
| Closed | -$149K | – | 582 |
|
|
2021
Q1 | $149K | Buy |
+377
| New | +$145K | 0.02% | 84 |
|
|
2020
Q2 | – | Sell |
-511
| Closed | -$132K | – | 218 |
|
|
2020
Q1 | $132K | Sell |
511
-328
| -39% | -$100K | 0.02% | 59 |
|
|
2019
Q4 | $270K | Sell |
839
-134
| -14% | -$41.3K | 0.03% | 48 |
|
|
2019
Q3 | $289K | Buy |
973
+213
| +28% | +$62.9K | 0.04% | 47 |
|
|
2019
Q2 | $223K | Hold |
760
| – | – | 0.03% | 49 |
|
|
2019
Q1 | $215K | Sell |
760
-1,904
| -71% | -$517K | 0.03% | 53 |
|
|
2018
Q4 | $666K | Sell |
2,664
-156
| -6% | -$42.1K | 0.1% | 31 |
|
|
2018
Q3 | $820K | Sell |
2,820
-138
| -5% | -$39.3K | 0.1% | 22 |
|
|
2018
Q2 | $802K | Sell |
2,958
-374
| -11% | -$101K | 0.09% | 23 |
|
|
2018
Q1 | $877K | Sell |
3,332
-1,388
| -29% | -$379K | 0.1% | 20 |
|
|
2017
Q4 | $1.26M | Sell |
4,720
-1,515
| -24% | -$394K | 0.14% | 16 |
|
|
2017
Q3 | $1.57M | Sell |
6,235
-64
| -1% | -$15.8K | 0.17% | 12 |
|
|
2017
Q2 | $1.52M | Buy |
6,299
+106
| +2% | +$25.4K | 0.17% | 11 |
|
|
2017
Q1 | $1.46M | Buy |
6,193
+1,076
| +21% | +$250K | 0.16% | 13 |
|
|
2016
Q4 | $1.14M | Buy |
5,117
+1,215
| +31% | +$265K | 0.13% | 17 |
|
|
2016
Q3 | $844K | Buy |
3,902
+250
| +7% | +$54K | 0.09% | 17 |
|
|
2016
Q2 | $765K | Buy |
3,652
+408
| +13% | +$84.7K | 0.09% | 20 |
|
|
2016
Q1 | $667K | Sell |
3,244
-16
| -0.5% | -$3.12K | 0.08% | 22 |
|
|
2015
Q4 | $665K | Sell |
3,260
-2,957
| -48% | -$607K | 0.08% | 23 |
|
|
2015
Q3 | $1.19M | Buy |
6,217
+1,591
| +34% | +$323K | 0.14% | 10 |
|
|
2015
Q2 | $952K | Sell |
4,626
-9,669
| -68% | -$2.03M | 0.11% | 14 |
|
|
2015
Q1 | $2.95M | Buy |
14,295
+10,709
| +299% | +$2.21M | 0.35% | 6 |
|
|
2014
Q4 | $737K | Buy |
3,586
+1,367
| +62% | +$275K | 0.1% | 19 |
|
|
2014
Q3 | $437K | Sell |
2,219
-45
| -2% | -$8.89K | 0.06% | 24 |
|
|
2014
Q2 | $443K | Sell |
2,264
-38
| -2% | -$7.22K | 0.07% | 25 |
|
|
2014
Q1 | $430K | Sell |
2,302
-505
| -18% | -$92.7K | 0.07% | 24 |
|
|
2013
Q4 | $518K | Sell |
2,807
-50
| -2% | -$8.85K | 0.09% | 12 |
|
|
2013
Q3 | $480K | Buy |
2,857
+10
| +0.4% | +$1.68K | 0.08% | 10 |
|
|
2013
Q2 | $457K | Buy |
+2,847
| New | +$459K | 0.08% | 10 |
|
Other funds holding SPY
Wealthcare Capital Management's SPY Position: Q2 2026 in Review
Wealthcare Capital Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,175 shares worth $877K. The position accounts for 0.08% of the portfolio, ranked #43.
Wealthcare Capital Management first reported a position in SPY in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.95M in Q1 2015. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Wealthcare Capital Management held 1,175 shares of State Street SPDR S&P 500 ETF Trust worth $877K as of Q2 2026.
- Wealthcare Capital Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
- State Street SPDR S&P 500 ETF Trust made up 0.08% of Wealthcare Capital Management's portfolio in Q2 2026, its #43 holding.
- Wealthcare Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 37 quarters since.
- Wealthcare Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.95M in Q1 2015.
- 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.