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Wealthquest’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wealthquest’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 		– Sell
-2,200
Closed -$558K – 183
2026
Q1 		$558K Buy
+2,200
New +$1.5M 0.04% 82

Other funds holding SPY

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealthquest's SPY Position: Q2 2026 in Review

Wealthquest increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, buying an estimated $388K and bringing the position to 5,488 shares worth $4.1M. The position accounts for 0.26% of the portfolio, ranked #29.

Wealthquest first reported a position in SPY in Q1 2015 and has held it in 30 quarters since. 1,827 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Wealthquest held 5,488 shares of State Street SPDR S&P 500 ETF Trust worth $4.1M as of Q2 2026.
  • Wealthquest bought 535 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $388K.
  • State Street SPDR S&P 500 ETF Trust made up 0.26% of Wealthquest's portfolio in Q2 2026, its #29 holding.
  • Wealthquest first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 30 quarters since.
  • 1,827 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.