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

Welch Group’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	$5.49M	Buy	7,346 +2,049	+39%	+$1.49M	0.19%	63
2026 Q1	$3.44M	Sell	5,297 -7,968	-60%	-$5.42M	0.13%	73
2025 Q4	$9.05M	Buy	13,265 +7,673	+137%	+$5.19M	0.35%	51
2025 Q3	$3.73M	Buy	5,592 +540	+11%	+$346K	0.15%	63
2025 Q2	$3.12M	Buy	5,052 +1,352	+37%	+$773K	0.13%	64
2025 Q1	$2.06M	Sell	3,700 -4,748	-56%	-$2.79M	0.09%	70
2024 Q4	$4.97M	Buy	8,448 +6,056	+253%	+$3.57M	0.22%	60
2024 Q3	$1.37M	Buy	2,392 +114	+5%	+$63K	0.06%	86
2024 Q2	$1.24M	Sell	2,278 -15	-0.7%	-$7.85K	0.06%	85
2024 Q1	$1.2M	Sell	2,293 -1,451	-39%	-$722K	0.06%	78
2023 Q4	$1.78M	Buy	3,744 +908	+32%	+$404K	0.1%	72
2023 Q3	$1.21M	Sell	2,836 -79	-3%	-$35.1K	0.07%	73
2023 Q2	$1.29M	Sell	2,915 -314	-10%	-$132K	0.07%	72
2023 Q1	$1.32M	Sell	3,229 -3,064	-49%	-$1.22M	0.08%	71
2022 Q4	$2.41M	Buy	+6,293	New	+$2.42M	0.14%	64
2022 Q3	–	Sell	-2,274	Closed	-$858K	–	203
2022 Q2	$858K	Sell	2,274 -10,624	-82%	-$4.35M	0.05%	83
2022 Q1	$5.83M	Sell	12,898 -3,340	-21%	-$1.49M	0.33%	40
2021 Q4	$7.71M	Buy	16,238 +1,658	+11%	+$761K	0.45%	36
2021 Q3	$6.26M	Sell	14,580 -79	-0.5%	-$34.8K	0.42%	35
2021 Q2	$6.28M	Sell	14,659 -737	-5%	-$308K	0.43%	34
2021 Q1	$6.1M	Sell	15,396 -176	-1%	-$67.9K	0.44%	34
2020 Q4	$5.82M	Sell	15,572 -198	-1%	-$70.2K	0.47%	37
2020 Q3	$5.28M	Sell	15,770 -207	-1%	-$68.6K	0.46%	34
2020 Q2	$4.93M	Buy	15,977 +15,512	+3,336%	+$4.54M	0.46%	34
2020 Q1	$120K	Sell	465 -19,973	-98%	-$6.09M	0.01%	143
2019 Q4	$6.58M	Buy	20,438 +63	+0.3%	+$19.4K	0.65%	35
2019 Q3	$6.05M	Sell	20,375 -359	-2%	-$106K	0.62%	33
2019 Q2	$6.08M	Sell	20,734 -4,314	-17%	-$1.24M	0.65%	33
2019 Q1	$7.08M	Buy	+25,048	New	+$6.8M	0.78%	33
2018 Q4	–	Sell	-30,873	Closed	-$8.98K	–	149
2018 Q3	$8.98K	Sell	30,873 -337	-1%	-$96K	0.93%	33
2018 Q2	$8.47M	Sell	31,210 -420	-1%	-$113K	1.05%	32
2018 Q1	$8.32M	Sell	31,630 -15,703	-33%	-$4.29M	1.05%	32
2017 Q4	$12.6M	Buy	47,333 +15,255	+48%	+$3.97M	1.96%	30
2017 Q3	$8.06M	Sell	32,078 -6	-0%	-$1.48K	1.35%	31
2017 Q2	$7.76M	Buy	32,084 +508	+2%	+$122K	1.29%	31
2017 Q1	$7.44M	Sell	31,576 -9,669	-23%	-$2.25M	1.4%	31
2016 Q4	$9.22M	Buy	41,245 +10,183	+33%	+$2.22M	1.8%	31
2016 Q3	$6.72M	Sell	31,062 -1,859	-6%	-$402K	1.34%	32
2016 Q2	$6.9M	Buy	32,921 +32,107	+3,944%	+$6.66M	1.4%	31
2016 Q1	$167K	Sell	814 -2,839	-78%	-$554K	0.03%	116
2015 Q4	$745K	Buy	3,653 +2,823	+340%	+$580K	0.13%	55
2015 Q3	$160K	Buy	+830	New	+$168K	0.03%	119

Other funds holding SPY

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

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Welch Group's SPY Position: Q2 2026 in Review

Welch Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 39% in Q2 2026, buying an estimated $1.49M and bringing the position to 7,346 shares worth $5.49M. The position accounts for 0.19% of the portfolio, ranked #63.

Welch Group first reported a position in SPY in Q3 2015 and has held it in 42 quarters since. The position peaked at $12.6M in Q4 2017. 2,113 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Welch Group held 7,346 shares of State Street SPDR S&P 500 ETF Trust worth $5.49M as of Q2 2026.
Welch Group bought 2,049 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.49M.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Welch Group's portfolio in Q2 2026, its #63 holding.
Welch Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2015 and has held it in 42 quarters since.
Welch Group's State Street SPDR S&P 500 ETF Trust position peaked at $12.6M in Q4 2017.
2,113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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