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Position history for WAWealthspire Advisors, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Wealthspire Advisors, LLC holds 502,627 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $375.3M as of 2026-Q2. The position was increased (+13.9% shares). SPY represents 2.1% of Wealthspire Advisors, LLC's portfolio.

Current Value

$375.3M

Current Shares

502,627

Total Value Change

+$30.3M

Total Shares Change

-98,804

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
502,627
+13.9%
$375.3M2.1%$746.77
61
2026-Q1
Decreased
441,132
-1.3%
$286.9M2.3%$680.33
0
2025-Q4
Increased
446,916
+1.2%
$304.8M2.4%$687.01
54
2025-Q3
Increased
441,443
+1.8%
$294.1M1.5%$661.72
49
2025-Q2
Decreased
433,684
-23.8%
$268M1.5%$611.40
0
2025-Q1
Decreased
568,884
-2.9%
$318.2M1.9%$550.86
0
2024-Q4
Decreased
586,133
-2.5%
$343.5M3.4%$581.39
0
2024-Q3
Increased
601,431
+1.7%
$345.1M3.5%$562.94
58

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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