1620 Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

1620 Investment Advisors’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	$66.2K	Sell	88 -8	-8%	-$5.8K	0.04%	299
2026 Q1	$63.1K	Buy	96 +36	+60%	+$24.5K	0.04%	284
2025 Q4	$41.6K	Sell	60 -6	-9%	-$4.05K	0.03%	321
2025 Q3	$44K	Sell	66 -8	-11%	-$5.13K	0.03%	306
2025 Q2	$46.3K	Sell	74 -8	-10%	-$4.57K	0.03%	316
2025 Q1	$45.9K	Buy	82 +41	+100%	+$24.1K	0.04%	310
2024 Q4	$24K	Hold	41	–	–	0.02%	371
2024 Q3	$1.41K	Buy	41 +11	+37%	+$6.08K	﹤0.01%	589
2024 Q2	$16.3K	Buy	+30	New	+$15.7K	0.01%	417

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

1620 Investment Advisors's SPY Position: Q2 2026 in Review

1620 Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.3% in Q2 2026, selling an estimated $5.8K and leaving 88 shares worth $66.2K. The position accounts for 0.04% of the portfolio, ranked #299.

1620 Investment Advisors first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 1,889 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

1620 Investment Advisors held 88 shares of State Street SPDR S&P 500 ETF Trust worth $66.2K as of Q2 2026.
1620 Investment Advisors sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #299 holding.
1620 Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,889 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.