3Chopt Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

3Chopt Investment Partners’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	$1.58M	Sell	2,115 -66	-3%	-$47.9K	0.3%	74
2026 Q1	$1.42M	Sell	2,181 -1	-0%	-$680	0.33%	70
2025 Q4	$1.49M	Sell	2,182 -2	-0.1%	-$1.35K	0.33%	71
2025 Q3	$1.46M	Hold	2,184	–	–	0.33%	71
2025 Q2	$1.35M	Sell	2,184 -12	-0.5%	-$6.86K	0.33%	70
2025 Q1	$1.23M	Buy	+2,196	New	+$1.29M	0.32%	76
2024 Q3	–	Sell	-2,203	Closed	-$1.2M	–	163
2024 Q2	$1.2M	Buy	+2,203	New	+$1.15M	0.37%	64
2024 Q1	–	Sell	-2,179	Closed	-$1.04M	–	148
2023 Q4	$1.04M	Buy	+2,179	New	+$971K	0.38%	66
2023 Q3	–	Sell	-2,143	Closed	-$953K	–	123
2023 Q2	$953K	Buy	2,143 +43	+2%	+$18K	0.48%	60
2023 Q1	$863K	Hold	2,100	–	–	0.46%	63
2022 Q4	$807K	Buy	+2,100	New	+$807K	0.44%	58

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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 $44.6B AUM 28.94% 1-Year Est. Return

3Chopt Investment Partners's SPY Position: Q2 2026 in Review

3Chopt Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, selling an estimated $47.9K and leaving 2,115 shares worth $1.58M. The position accounts for 0.3% of the portfolio, ranked #74.

3Chopt Investment Partners first reported a position in SPY in Q4 2022 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

3Chopt Investment Partners held 2,115 shares of State Street SPDR S&P 500 ETF Trust worth $1.58M as of Q2 2026.
3Chopt Investment Partners sold 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of 3Chopt Investment Partners's portfolio in Q2 2026, its #74 holding.
3Chopt Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.