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

West Michigan 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	$1.16M	Hold	1,778	–	–	0.25%	94
2026 Q1	$1.16M	Buy	1,778 +243	+16%	+$165K	0.25%	94
2025 Q4	$1.05M	Sell	1,535 -925	-38%	-$625K	0.24%	102
2025 Q3	$1.64M	Buy	2,460 +995	+68%	+$638K	0.4%	73
2025 Q2	$908K	Sell	1,465 -158	-10%	-$90.3K	0.26%	73
2025 Q1	$911K	Sell	1,623 -54	-3%	-$31.7K	0.3%	63
2024 Q4	$982K	Sell	1,677 -523	-24%	-$308K	0.3%	63
2024 Q3	$1.27M	Buy	2,200 +467	+27%	+$258K	0.38%	55
2024 Q2	$946K	Buy	1,733 +19	+1%	+$9.94K	0.3%	58
2024 Q1	$896K	Buy	+1,714	New	+$853K	0.29%	61
2023 Q4	–	Sell	-1,300	Closed	-$556K	–	164
2023 Q3	$556K	Buy	1,300 +2	+0.2%	+$890	0.3%	68
2023 Q2	$575K	Buy	1,298 +38	+3%	+$15.9K	0.23%	98
2023 Q1	$516K	Buy	1,260 +730	+138%	+$291K	0.29%	75
2022 Q4	$203K	Buy	+530	New	+$204K	0.15%	114
2022 Q3	–	Sell	-530	Closed	-$200K	–	119
2022 Q2	$200K	Buy	+530	New	+$217K	0.17%	108

Other funds holding SPY

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

West Michigan Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,778 shares worth $1.16M. The position accounts for 0.25% of the portfolio, ranked #94.

West Michigan Advisors first reported a position in SPY in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

West Michigan Advisors held 1,778 shares of State Street SPDR S&P 500 ETF Trust worth $1.16M as of Q2 2026.
West Michigan Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.25% of West Michigan Advisors's portfolio in Q2 2026, its #94 holding.
West Michigan Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 15 quarters since.
West Michigan Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.64M in Q3 2025.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.