Whitaker-Myers Wealth Managers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Whitaker-Myers Wealth Managers’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	$351K	Hold	470	–	–	0.06%	98
2026 Q1	$306K	Sell	470 -14	-3%	-$9.52K	0.06%	102
2025 Q4	$330K	Buy	484 +8	+2%	+$5.41K	0.07%	100
2025 Q3	$317K	Sell	476 -3,882	-89%	-$2.49M	0.07%	100
2025 Q2	$2.69M	Buy	4,358 +1,318	+43%	+$753K	0.68%	20
2025 Q1	$1.7M	Sell	3,040 -7,587	-71%	-$4.46M	0.48%	23
2024 Q4	$6.23M	Buy	10,627 +9,789	+1,168%	+$5.77M	1.82%	17
2024 Q3	$481K	Sell	838 -1,825	-69%	-$1.01M	0.16%	59
2024 Q2	$1.45M	Sell	2,663 -221	-8%	-$116K	0.54%	27
2024 Q1	$1.51M	Buy	2,884 +569	+25%	+$283K	0.64%	27
2023 Q4	$1.1M	Buy	2,315 +1,343	+138%	+$598K	0.55%	32
2023 Q3	$415K	Buy	972 +92	+10%	+$40.9K	0.26%	53
2023 Q2	$390K	Buy	880 +2	+0.2%	+$839	0.26%	53
2023 Q1	$360K	Sell	878 -13	-1%	-$5.19K	0.28%	51
2022 Q4	$341K	Buy	+891	New	+$342K	0.33%	48

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SPY Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 470 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #98.

Whitaker-Myers Wealth Managers first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.23M in Q4 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Whitaker-Myers Wealth Managers held 470 shares of State Street SPDR S&P 500 ETF Trust worth $351K as of Q2 2026.
Whitaker-Myers Wealth Managers 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 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #98 holding.
Whitaker-Myers Wealth Managers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's State Street SPDR S&P 500 ETF Trust position peaked at $6.23M in Q4 2024.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.