WMWM
SPY icon

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

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
FCM
Floyd Capital Management Texarkana, Texas $132M AUM 20.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return