Wiser Advisor Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wiser Advisor Group’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	$26.6K	Hold	36	–	–	0.03%	122
2026 Q1	$23.1K	Buy	36 +1	+3%	+$680	0.03%	121
2025 Q4	$24.1K	Hold	35	–	–	0.03%	123
2025 Q3	$23.5K	Buy	+35	New	+$22.4K	0.03%	128
2025 Q2	–	Sell	-35	Closed	-$19.6K	–	220
2025 Q1	$19.6K	Hold	35	–	–	0.03%	148
2024 Q4	$20.5K	Buy	+35	New	+$20.6K	0.03%	146

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

Wiser Advisor Group's SPY Position: Q2 2026 in Review

Wiser Advisor Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 36 shares worth $26.6K. The position accounts for 0.03% of the portfolio, ranked #122.

Wiser Advisor Group first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wiser Advisor Group held 36 shares of State Street SPDR S&P 500 ETF Trust worth $26.6K as of Q2 2026.
Wiser Advisor Group 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 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #122 holding.
Wiser Advisor Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 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 Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.