Zinnia Wealth Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Zinnia Wealth Advisory's SPY Position: Q2 2026 in Review
Zinnia Wealth Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 147% in Q2 2026, buying an estimated $668K and bringing the position to 1,547 shares worth $1.16M. The position accounts for 1.18% of the portfolio, ranked #22.
Zinnia Wealth Advisory first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,639 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Zinnia Wealth Advisory held 1,547 shares of State Street SPDR S&P 500 ETF Trust worth $1.16M as of Q2 2026.
- Zinnia Wealth Advisory bought 921 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $668K.
- State Street SPDR S&P 500 ETF Trust made up 1.18% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #22 holding.
- Zinnia Wealth Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
- 4,639 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.