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

Yardley 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	$2.85M	Buy	3,812 +1	+0%	+$725	1.29%	16
2026 Q1	$2.48M	Sell	3,811 -397	-9%	-$270K	1.27%	16
2025 Q4	$2.87M	Hold	4,208	–	–	1.53%	14
2025 Q3	$2.8M	Buy	4,208 +192	+5%	+$123K	1.57%	14
2025 Q2	$2.48M	Sell	4,016 -70	-2%	-$40K	1.36%	15
2025 Q1	$2.29M	Sell	4,086 -4,415	-52%	-$2.6M	1.35%	15
2024 Q4	$4.94M	Buy	8,501 +3,960	+87%	+$2.33M	2.4%	14
2024 Q3	$2.61M	Buy	+4,541	New	+$2.51M	1.55%	15

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Yardley Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.03% in Q2 2026, buying an estimated $725 and bringing the position to 3,812 shares worth $2.85M. The position accounts for 1.29% of the portfolio, ranked #16.

Yardley Wealth Management first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.94M in Q4 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Yardley Wealth Management held 3,812 shares of State Street SPDR S&P 500 ETF Trust worth $2.85M as of Q2 2026.
Yardley Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 1.29% of Yardley Wealth Management's portfolio in Q2 2026, its #16 holding.
Yardley Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.94M in Q4 2024.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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