WFS
SPY icon

Weitzel Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Weitzel Financial Services’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 		$937K Buy
1,261
+1
+0.1% +$725 0.32% 25
2026
Q1 		$825K Buy
1,260
+1
+0.1% +$680 0.31% 25
2025
Q4 		$860K Buy
1,259
+72
+6% +$48.7K 0.33% 25
2025
Q3 		$784K Hold
1,187
– – 0.32% 25
2025
Q2 		$757K Buy
1,187
+244
+26% +$139K 0.32% 24
2025
Q1 		$506K Buy
943
+45
+5% +$26.4K 0.24% 26
2024
Q4 		$530K Buy
898
+412
+85% +$243K 0.25% 26
2024
Q3 		$277K Hold
486
– – 0.13% 35
2024
Q2 		$265K Buy
486
+88
+22% +$46.1K 0.13% 33
2024
Q1 		$208K Buy
+398
New +$198K 0.1% 38
2022
Q2 		– Sell
-486
Closed -$219K – 35
2022
Q1 		$219K Buy
486
+8
+2% +$3.56K 0.14% 31
2021
Q4 		$227K Buy
+478
New +$219K 0.14% 28

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Weitzel Financial Services's SPY Position: Q2 2026 in Review

Weitzel Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.08% in Q2 2026, buying an estimated $725 and bringing the position to 1,261 shares worth $937K. The position accounts for 0.32% of the portfolio, ranked #25.

Weitzel Financial Services first reported a position in SPY in Q4 2021 and has held it in 12 quarters since. 1,019 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Weitzel Financial Services held 1,261 shares of State Street SPDR S&P 500 ETF Trust worth $937K as of Q2 2026.
  • Weitzel Financial Services bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.32% of Weitzel Financial Services's portfolio in Q2 2026, its #25 holding.
  • Weitzel Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 12 quarters since.
  • 1,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.