SEC 13F Intelligence

Wealth Advisory Solutions, LLC / SPY

Wealth Advisory Solutions, LLC’s State Str Spdr S&P 500 Etf T Position

Does Wealth Advisory Solutions, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 61.8K shares worth $40M (+8.95% of its 13F portfolio) as of Q1 2026, up from 60.7K shares the prior filed quarter.

Position Value
$40M
Q1 2026
Shares
61.8K
% of Portfolio
+8.95%
Quarters Held
20
currently held

Position History SPY

Reported value by quarter
Q4 ’20: $25MQ4 ’20Q1 ’21: $26MQ2 ’21: $28MQ3 ’21: $34MQ3 ’21Q1 ’22: $35MQ2 ’22: $26MQ3 ’22: $23MQ3 ’22Q4 ’22: $25MQ1 ’23: $29MQ2 ’23: $32MQ2 ’23Q4 ’23: $31MQ1 ’24: $35MQ2 ’24: $36MQ2 ’24Q3 ’24: $36MQ4 ’24: $37MQ1 ’25: $34MQ1 ’25Q2 ’25: $38MQ3 ’25: $40MQ4 ’25: $41MQ4 ’25Q1 ’26: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202661.8K$40M+8.95%
Q4 202560.7K$41M+9.65%
Q3 202560.8K$40M+9.81%
Q2 202560.8K$38M+9.51%
Q1 202561.0K$34M+9.03%
Q4 202463.2K$37M+10.38%
Q3 202463.4K$36M+10.01%
Q2 202466.2K$36M+9.77%
Q1 202466.7K$35M+9.04%
Q4 202364.6K$31M+10.72%
Q2 202371.5K$32M+8.44%
Q1 202371.8K$29M+7.81%
Q4 202265.7K$25M+6.75%
Q3 202264.0K$23M+6.32%
Q2 202269.0K$26M+6.40%
Q1 202278.2K$35M+7.35%
Q3 202178.1K$34M+7.45%
Q2 202165.7K$28M+6.68%
Q1 202165.5K$26M+5.49%
Q4 202066.6K$25M+6.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of SPY.