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

Wiser Wealth Management’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	$2.01M	Buy	2,692 +363	+16%	+$263K	0.38%	21
2026 Q1	$1.51M	Buy	2,329 +293	+14%	+$199K	0.33%	24
2025 Q4	$1.39M	Sell	2,036 -9	-0.4%	-$6.08K	0.31%	24
2025 Q3	$1.36M	Sell	2,045 -5	-0.2%	-$3.21K	0.31%	24
2025 Q2	$1.27M	Buy	2,050 +83	+4%	+$47.4K	0.32%	24
2025 Q1	$1.1M	Buy	1,967 +519	+36%	+$305K	0.31%	25
2024 Q4	$849K	Sell	1,448 -11	-0.8%	-$6.48K	0.24%	25
2024 Q3	$837K	Buy	1,459 +129	+10%	+$71.3K	0.24%	25
2024 Q2	$724K	Sell	1,330 -20	-1%	-$10.5K	0.22%	23
2024 Q1	$706K	Hold	1,350	–	–	0.23%	20
2023 Q4	$631K	Buy	1,350 +3	+0.2%	+$1.34K	0.23%	23
2023 Q3	$576K	Sell	1,347 -258	-16%	-$115K	0.23%	27
2023 Q2	$712K	Sell	1,605 -156	-9%	-$65.5K	0.29%	26
2023 Q1	$721K	Buy	1,761 +177	+11%	+$70.6K	0.31%	24
2022 Q4	$606K	Buy	1,584 +140	+10%	+$53.8K	0.28%	29
2022 Q3	$516K	Buy	1,444 +8	+0.6%	+$3.18K	0.27%	25
2022 Q2	$542K	Buy	1,436 +32	+2%	+$13.1K	0.28%	28
2022 Q1	$634K	Buy	1,404 +115	+9%	+$51.2K	0.29%	23
2021 Q4	$612K	Buy	1,289 +3	+0.2%	+$1.38K	0.3%	22
2021 Q3	$552K	Hold	1,286	–	–	0.29%	22
2021 Q2	$550K	Hold	1,286	–	–	0.33%	21
2021 Q1	$510K	Hold	1,286	–	–	0.35%	22
2020 Q4	$481K	Buy	+1,286	New	+$456K	0.36%	21

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wiser Wealth Management's SPY Position: Q2 2026 in Review

Wiser Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, buying an estimated $263K and bringing the position to 2,692 shares worth $2.01M. The position accounts for 0.38% of the portfolio, ranked #21.

Wiser Wealth Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wiser Wealth Management held 2,692 shares of State Street SPDR S&P 500 ETF Trust worth $2.01M as of Q2 2026.
Wiser Wealth Management bought 363 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $263K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Wiser Wealth Management's portfolio in Q2 2026, its #21 holding.
Wiser Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.