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

West Financial Advisors’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	$72.7M	Buy	97,397 +469	+0.5%	+$340K	11.05%	3
2026 Q1	$63M	Sell	96,928 -1,377	-1%	-$936K	10.7%	3
2025 Q4	$67M	Sell	98,305 -6,249	-6%	-$4.22M	11.31%	3
2025 Q3	$69.7M	Sell	104,554 -1,531	-1%	-$981K	11.51%	2
2025 Q2	$65.5M	Sell	106,085 -1,685	-2%	-$963K	11.4%	2
2025 Q1	$60.3M	Sell	107,770 -877	-0.8%	-$515K	11.46%	3
2024 Q4	$63.7M	Sell	108,647 -114,865	-51%	-$67.7M	12.28%	2
2024 Q3	$128M	Sell	223,512 -12,157	-5%	-$6.72M	24.73%	1
2024 Q2	$128M	Buy	235,669 +4,618	+2%	+$2.42M	26.63%	1
2024 Q1	$121M	Buy	231,051 +566	+0.2%	+$282K	25.93%	1
2023 Q4	$110M	Sell	230,485 -11,659	-5%	-$5.19M	24.97%	1
2023 Q3	$104M	Buy	242,144 +2,651	+1%	+$1.18M	25.97%	1
2023 Q2	$106M	Buy	239,493 +4,705	+2%	+$1.97M	26.13%	1
2023 Q1	$96.1M	Buy	234,788 +3,240	+1%	+$1.29M	25.15%	1
2022 Q4	$88.6M	Buy	231,548 +8,499	+4%	+$3.27M	24.72%	1
2022 Q3	$79.7M	Buy	223,049 +3,869	+2%	+$1.54M	23.87%	1
2022 Q2	$82.7M	Buy	219,180 +19,078	+10%	+$7.82M	24.03%	1
2022 Q1	$90.4M	Buy	200,102 +35,508	+22%	+$15.8M	23.78%	1
2021 Q4	$78.2M	Buy	164,594 +8,217	+5%	+$3.77M	20.98%	1
2021 Q3	$67.1M	Buy	156,377 +4,936	+3%	+$2.18M	19.65%	1
2021 Q2	$64.8M	Buy	151,441 +15,553	+11%	+$6.49M	19.81%	1
2021 Q1	$53.9M	Buy	135,888 +3,129	+2%	+$1.21M	18.06%	1
2020 Q4	$49.6M	Buy	+132,759	New	+$47.1M	17.59%	1

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

West Financial Advisors's SPY Position: Q2 2026 in Review

West Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.48% in Q2 2026, buying an estimated $340K and bringing the position to 97,397 shares worth $72.7M. The position accounts for 11.05% of the portfolio, ranked #3.

West Financial Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $128M in Q2 2024. 2,010 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

West Financial Advisors held 97,397 shares of State Street SPDR S&P 500 ETF Trust worth $72.7M as of Q2 2026.
West Financial Advisors bought 469 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $340K.
State Street SPDR S&P 500 ETF Trust made up 11.05% of West Financial Advisors's portfolio in Q2 2026, its #3 holding.
West Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $128M in Q2 2024.
2,010 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.