Western Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Western Wealth Management's SPY Position: Q2 2026 in Review
Western Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, selling an estimated $732K and leaving 61,008 shares worth $45.6M. The position accounts for 1.49% of the portfolio, ranked #7.
Western Wealth Management first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Western Wealth Management held 61,008 shares of State Street SPDR S&P 500 ETF Trust worth $45.6M as of Q2 2026.
- Western Wealth Management sold 1,009 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $732K.
- State Street SPDR S&P 500 ETF Trust made up 1.49% of Western Wealth Management's portfolio in Q2 2026, its #7 holding.
- Western Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.