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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.7M Sell
37,092
-2,602
-7% -$1.89M 16.72% 1
2026
Q1
$25.8M Sell
39,694
-929
-2% -$632K 16.6% 1
2025
Q4
$27.7M Buy
+40,623
New +$27.5M 17.02% 1

Other funds holding SPY

Westco Advisory Services's SPY Position: Q2 2026 in Review

Westco Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.6% in Q2 2026, selling an estimated $1.89M and leaving 37,092 shares worth $27.7M. The position accounts for 16.72% of the portfolio, ranked #1.

Westco Advisory Services first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.7M in Q4 2025. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Westco Advisory Services held 37,092 shares of State Street SPDR S&P 500 ETF Trust worth $27.7M as of Q2 2026.
  • Westco Advisory Services sold 2,602 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.89M.
  • State Street SPDR S&P 500 ETF Trust made up 16.72% of Westco Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Westco Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • Westco Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $27.7M in Q4 2025.
  • 4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.