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

Acute Investment Advisory’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	$443K	Sell	593 -27	-4%	-$19.6K	4.68%	11
2026 Q1	$403K	Sell	620 -32	-5%	-$21.8K	4.53%	10
2025 Q4	$445K	Sell	652 -109	-14%	-$73.7K	4.31%	5
2025 Q3	$507K	Sell	761 -189	-20%	-$121K	4.26%	5
2025 Q2	$587K	Sell	950 -658	-41%	-$376K	4.78%	4
2025 Q1	$899K	Sell	1,608 -6,339	-80%	-$3.73M	4.52%	5
2024 Q4	$4.66M	Buy	+7,947	New	+$4.68M	5.11%	6

Other funds holding SPY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Acute Investment Advisory's SPY Position: Q2 2026 in Review

Acute Investment Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q2 2026, selling an estimated $19.6K and leaving 593 shares worth $443K. The position accounts for 4.68% of the portfolio, ranked #11.

Acute Investment Advisory first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.66M in Q4 2024. 2,679 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Acute Investment Advisory held 593 shares of State Street SPDR S&P 500 ETF Trust worth $443K as of Q2 2026.
Acute Investment Advisory sold 27 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $19.6K.
State Street SPDR S&P 500 ETF Trust made up 4.68% of Acute Investment Advisory's portfolio in Q2 2026, its #11 holding.
Acute Investment Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Acute Investment Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $4.66M in Q4 2024.
2,679 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Acute Investment Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.