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

Wolff Financial 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	$728K	Hold	975	–	–	0.15%	64
2026 Q1	$634K	Sell	975 -25	-3%	-$17K	0.14%	64
2025 Q4	$682K	Hold	1,000	–	–	0.15%	61
2025 Q3	$666K	Hold	1,000	–	–	0.15%	57
2025 Q2	$618K	Hold	1,000	–	–	0.16%	58
2025 Q1	$559K	Sell	1,000 -25	-2%	-$14.7K	0.15%	64
2024 Q4	$601K	Hold	1,025	–	–	0.17%	59
2024 Q3	$588K	Hold	1,025	–	–	0.16%	61
2024 Q2	$558K	Hold	1,025	–	–	0.41%	29
2024 Q1	$536K	Sell	1,025 -445	-30%	-$222K	0.16%	65
2023 Q4	$698K	Buy	1,470 +2	+0.1%	+$891	0.22%	53
2023 Q3	$628K	Sell	1,468 -2	-0.1%	-$890	0.21%	53
2023 Q2	$652K	Buy	1,470 +1	+0.1%	+$420	0.57%	20
2023 Q1	$601K	Buy	1,469 +2	+0.1%	+$798	0.21%	59
2022 Q4	$561K	Buy	1,467 +2	+0.1%	+$769	0.21%	61
2022 Q3	$523K	Sell	1,465 -1	-0.1%	-$397	0.24%	60
2022 Q2	$553K	Buy	1,466 +2	+0.1%	+$819	0.25%	59
2022 Q1	$661K	Buy	1,464 +1	+0.1%	+$445	0.26%	56
2021 Q4	$695K	Buy	1,463 +2	+0.1%	+$918	0.26%	55
2021 Q3	$627K	Buy	+1,461	New	+$644K	0.54%	20
2021 Q1	$577K	Hold	1,455	–	–	0.26%	58
2020 Q4	$544K	Hold	1,455	–	–	0.29%	56
2020 Q3	$487K	Hold	1,455	–	–	0.29%	54
2020 Q2	$449K	Hold	1,455	–	–	0.29%	59
2020 Q1	$375K	Hold	1,455	–	–	0.28%	59
2019 Q4	$468K	Hold	1,455	–	–	0.31%	54
2019 Q3	$432K	Hold	1,455	–	–	0.32%	55
2019 Q2	$426K	Hold	1,455	–	–	0.33%	53
2019 Q1	$411K	Hold	1,455	–	–	0.34%	54
2018 Q4	$364K	Buy	+1,455	New	+$392K	0.35%	56

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

Wolff Financial Management's SPY Position: Q2 2026 in Review

Wolff Financial Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 975 shares worth $728K. The position accounts for 0.15% of the portfolio, ranked #64.

Wolff Financial Management first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wolff Financial Management held 975 shares of State Street SPDR S&P 500 ETF Trust worth $728K as of Q2 2026.
Wolff Financial Management 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 0.15% of Wolff Financial Management's portfolio in Q2 2026, its #64 holding.
Wolff Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.