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

Wetzel Investment 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
2024
Q3 		– Sell
-11
Closed -$80.2K – 784
2024
Q2 		$80.2K Buy
+11
New +$5.76K 0.05% 196

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wetzel Investment Advisors's SPY Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.03% in Q2 2026, selling an estimated $1.45K and leaving 7,601 shares worth $5.69M. The position accounts for 1.97% of the portfolio, ranked #11.

Wetzel Investment Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,336 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Wetzel Investment Advisors held 7,601 shares of State Street SPDR S&P 500 ETF Trust worth $5.69M as of Q2 2026.
  • Wetzel Investment Advisors sold 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
  • State Street SPDR S&P 500 ETF Trust made up 1.97% of Wetzel Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Wetzel Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,336 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.