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

Wealthcare Capital 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	$2.09M	Buy	2,799 +483	+21%	+$350K	0.86%	22
2026 Q1	$1.51M	Sell	2,316 -23	-1%	-$15.6K	0.71%	30
2025 Q4	$1.6M	Buy	2,339 +19	+0.8%	+$12.8K	0.75%	28
2025 Q3	$1.55M	Sell	2,320 -42	-2%	-$26.9K	0.71%	28
2025 Q2	$1.46M	Sell	2,362 -314	-12%	-$179K	0.73%	27
2025 Q1	$1.5M	Buy	2,676 +131	+5%	+$77K	0.77%	22
2024 Q4	$1.49M	Buy	+2,545	New	+$1.5M	0.78%	23

Other funds holding SPY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Wealthcare Capital Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q2 2026, buying an estimated $350K and bringing the position to 2,799 shares worth $2.09M. The position accounts for 0.86% of the portfolio, ranked #22.

Wealthcare Capital Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,548 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wealthcare Capital Partners held 2,799 shares of State Street SPDR S&P 500 ETF Trust worth $2.09M as of Q2 2026.
Wealthcare Capital Partners bought 483 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $350K.
State Street SPDR S&P 500 ETF Trust made up 0.86% of Wealthcare Capital Partners's portfolio in Q2 2026, its #22 holding.
Wealthcare Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
2,548 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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