Accordant Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Accordant Advisory Group's SPY Position: Q1 2026 in Review
Accordant Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q1 2026, selling an estimated $1.36K and leaving 143 shares worth $93K. The position accounts for 0.06% of the portfolio, ranked #67.
Accordant Advisory Group first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $99.9K in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Accordant Advisory Group held 143 shares of State Street SPDR S&P 500 ETF Trust worth $93K as of Q1 2026.
- Accordant Advisory Group sold 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
- State Street SPDR S&P 500 ETF Trust made up 0.06% of Accordant Advisory Group's portfolio in Q1 2026, its #67 holding.
- Accordant Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
- Accordant Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $99.9K in Q3 2025.
- 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.