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

Wisconsin Wealth 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
2026 Q2	$384K	Hold	515	–	–	0.33%	69
2026 Q1	$335K	Buy	515 +10	+2%	+$6.8K	0.33%	68
2025 Q4	$344K	Hold	505	–	–	0.34%	70
2025 Q3	$336K	Hold	505	–	–	0.32%	71
2025 Q2	$312K	Buy	505 +9	+2%	+$5.14K	0.36%	68
2025 Q1	$277K	Buy	496 +11	+2%	+$6.47K	0.4%	60
2024 Q4	$284K	Buy	+485	New	+$286K	0.42%	58

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Wisconsin Wealth Advisors's SPY Position: Q2 2026 in Review

Wisconsin Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 515 shares worth $384K. The position accounts for 0.33% of the portfolio, ranked #69.

Wisconsin Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wisconsin Wealth Advisors held 515 shares of State Street SPDR S&P 500 ETF Trust worth $384K as of Q2 2026.
Wisconsin Wealth Advisors 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 0.33% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Wisconsin Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.