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Accredited Investors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Accredited Investors’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 		$17.4M Sell
23,357
-220
-0.9% -$160K 0.75% 25
2026
Q1 		$15.3M Sell
23,577
-1,816
-7% -$1.23M 0.83% 23
2025
Q4 		$17.3M Sell
25,393
-1,106
-4% -$748K 0.92% 23
2025
Q3 		$17.7M Sell
26,499
-169
-0.6% -$108K 0.98% 22
2025
Q2 		$16.5M Buy
26,668
+2,510
+10% +$1.43M 0.97% 23
2025
Q1 		$13.5M Buy
24,158
+315
+1% +$185K 0.84% 25
2024
Q4 		$14M Buy
23,843
+200
+0.8% +$118K 0.82% 25
2024
Q3 		$13.6M Buy
23,643
+41
+0.2% +$22.7K 0.78% 27
2024
Q2 		$12.8M Buy
23,602
+43
+0.2% +$22.5K 0.8% 26
2024
Q1 		$12.3M Sell
23,559
-85
-0.4% -$42.3K 0.79% 28
2023
Q4 		$11.2M Sell
23,644
-118
-0.5% -$52.6K 0.8% 27
2023
Q3 		$10.2M Sell
23,762
-24
-0.1% -$10.7K 0.76% 27
2023
Q2 		$10.5M Buy
23,786
+239
+1% +$100K 0.75% 25
2023
Q1 		$9.64M Buy
23,547
+1,157
+5% +$462K 0.73% 26
2022
Q4 		$8.56M Buy
22,390
+3,243
+17% +$1.25M 0.72% 28
2022
Q3 		$6.84M Buy
19,147
+111
+0.6% +$44.1K 0.79% 28
2022
Q2 		$7.18M Sell
19,036
-165
-0.9% -$67.6K 0.85% 27
2022
Q1 		$8.67M Buy
19,201
+1
+0% +$445 0.78% 25
2021
Q4 		$9.12M Buy
19,200
+4
+0% +$1.84K 0.81% 21
2021
Q3 		$8.24M Buy
19,196
+52
+0.3% +$22.9K 0.89% 20
2021
Q2 		$8.2M Sell
19,144
-24
-0.1% -$10K 0.84% 19
2021
Q1 		$7.6M Buy
19,168
+11,731
+158% +$4.52M 1.02% 20
2020
Q4 		$2.78M Sell
7,437
-324
-4% -$115K 0.47% 27
2020
Q3 		$2.6M Sell
7,761
-1,023
-12% -$339K 0.54% 25
2020
Q2 		$2.71M Sell
8,784
-31
-0.4% -$9.07K 0.55% 23
2020
Q1 		$2.27M Buy
8,815
+483
+6% +$147K 0.53% 26
2019
Q4 		$2.68M Sell
8,332
-241
-3% -$74.2K 0.46% 30
2019
Q3 		$2.54M Buy
8,573
+2,022
+31% +$597K 0.49% 30
2019
Q2 		$1.92M Buy
6,551
+1
+0% +$288 0.38% 33
2019
Q1 		$1.85M Sell
6,550
-155
-2% -$42.1K 0.37% 32
2018
Q4 		$1.68M Sell
6,705
-63
-0.9% -$17K 0.37% 32
2018
Q3 		$1.97M Sell
6,768
-673
-9% -$192K 0.49% 23
2018
Q2 		$2.02M Buy
7,441
+829
+13% +$224K 0.52% 22
2018
Q1 		$1.74M Sell
6,612
-111
-2% -$30.3K 0.48% 24
2017
Q4 		$1.79M Buy
6,723
+113
+2% +$29.4K 0.5% 23
2017
Q3 		$1.66M Buy
6,610
+1,074
+19% +$265K 0.46% 26
2017
Q2 		$1.34M Sell
5,536
-171
-3% -$41K 0.35% 23
2017
Q1 		$1.34M Buy
5,707
+2,781
+95% +$646K 0.34% 24
2016
Q4 		$654K Buy
2,926
+2
+0.1% +$437 0.17% 43
2016
Q3 		$632K Sell
2,924
-660
-18% -$143K 0.17% 44
2016
Q2 		$690K Buy
3,584
+263
+8% +$54.6K 0.19% 39
2016
Q1 		$683K Buy
3,321
+6
+0.2% +$1.17K 0.17% 39
2015
Q4 		$676K Sell
3,315
-170
-5% -$34.9K 0.17% 41
2015
Q3 		$668K Buy
3,485
+97
+3% +$19.7K 0.18% 37
2015
Q2 		$698K Buy
3,388
+62
+2% +$13K 0.18% 32
2015
Q1 		$687K Sell
3,326
-275
-8% -$56.8K 0.17% 31
2014
Q4 		$741K Sell
3,601
-149
-4% -$30K 0.22% 29
2014
Q3 		$706K Buy
3,750
+166
+5% +$32.8K 0.21% 32
2014
Q2 		$702K Buy
3,584
+7
+0.2% +$1.33K 0.23% 27
2014
Q1 		$669K Sell
3,577
-9
-0.3% -$1.65K 0.22% 29
2013
Q4 		$663K Sell
3,586
-82
-2% -$14.5K 0.23% 26
2013
Q3 		$617K Buy
3,668
+36
+1% +$6.03K 0.23% 25
2013
Q2 		$583K Buy
+3,632
New +$585K 0.23% 26

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Accredited Investors's SPY Position: Q2 2026 in Review

Accredited Investors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.93% in Q2 2026, selling an estimated $160K and leaving 23,357 shares worth $17.4M. The position accounts for 0.75% of the portfolio, ranked #25.

Accredited Investors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.7M in Q3 2025. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Accredited Investors held 23,357 shares of State Street SPDR S&P 500 ETF Trust worth $17.4M as of Q2 2026.
  • Accredited Investors sold 220 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $160K.
  • State Street SPDR S&P 500 ETF Trust made up 0.75% of Accredited Investors's portfolio in Q2 2026, its #25 holding.
  • Accredited Investors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • Accredited Investors's State Street SPDR S&P 500 ETF Trust position peaked at $17.7M in Q3 2025.
  • 2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.