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

World Equity 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	$18.8M	Buy	25,200 +13,111	+108%	+$9.51M	4.21%	2
2026 Q1	$7.86M	Sell	12,089 -238	-2%	-$162K	2.04%	5
2025 Q4	$8.41M	Sell	12,327 -899	-7%	-$608K	2.35%	5
2025 Q3	$8.81M	Buy	13,226 +539	+4%	+$346K	2%	7
2025 Q2	$7.84M	Sell	12,687 -333	-3%	-$190K	2.14%	8
2025 Q1	$7.28M	Sell	13,020 -13,070	-50%	-$7.68M	2.08%	7
2024 Q4	$15.3M	Buy	26,090 +13,541	+108%	+$7.98M	3.28%	3
2024 Q3	$7.2M	Buy	12,549 +811	+7%	+$448K	2.6%	6
2024 Q2	$6.39M	Sell	11,738 -479	-4%	-$251K	1.91%	6
2024 Q1	$6.39M	Sell	12,217 -772	-6%	-$384K	1.31%	12
2023 Q4	$6.17M	Buy	12,989 +1,011	+8%	+$450K	1.24%	12
2023 Q3	$5.11M	Sell	11,978 -654	-5%	-$291K	1.06%	14
2023 Q2	$5.59M	Sell	12,632 -604,305	-98%	-$254M	1.65%	5
2023 Q1	$13.5M	Buy	616,937 +596,992	+2,993%	+$238M	2.02%	6
2022 Q4	$7.63M	Sell	19,945 -1,317	-6%	-$506K	1.81%	5
2022 Q3	$7.59M	Sell	21,262 -3,643	-15%	-$1.45M	1.92%	6
2022 Q2	$9.4M	Buy	24,905 +2,358	+10%	+$966K	2.36%	4
2022 Q1	$10.2M	Buy	+22,547	New	+$10M	2.2%	4

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

World Equity Group's SPY Position: Q2 2026 in Review

World Equity Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 108% in Q2 2026, buying an estimated $9.51M and bringing the position to 25,200 shares worth $18.8M. The position accounts for 4.21% of the portfolio, ranked #2.

World Equity Group first reported a position in SPY in Q1 2022 and has held it in 18 quarters since. 1,057 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

World Equity Group held 25,200 shares of State Street SPDR S&P 500 ETF Trust worth $18.8M as of Q2 2026.
World Equity Group bought 13,111 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.51M.
State Street SPDR S&P 500 ETF Trust made up 4.21% of World Equity Group's portfolio in Q2 2026, its #2 holding.
World Equity Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 18 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.