AIMZ Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $586K | Sell |
901
-25
| -3% | -$17K | 0.18% | 88 |
|
|
2025
Q4 | $631K | Buy |
926
+1
| +0.1% | +$676 | 0.18% | 86 |
|
|
2025
Q3 | $616K | Hold |
925
| – | – | 0.19% | 84 |
|
|
2025
Q2 | $571K | Sell |
925
-36
| -4% | -$20.6K | 0.19% | 85 |
|
|
2025
Q1 | $538K | Buy |
961
+213
| +28% | +$125K | 0.19% | 83 |
|
|
2024
Q4 | $439K | Sell |
748
-25
| -3% | -$14.7K | 0.15% | 92 |
|
|
2024
Q3 | $443K | Buy |
773
+1
| +0.1% | +$553 | 0.15% | 91 |
|
|
2024
Q2 | $420K | Hold |
772
| – | – | 0.15% | 91 |
|
|
2024
Q1 | $404K | Sell |
772
-19
| -2% | -$9.46K | 0.15% | 90 |
|
|
2023
Q4 | $376K | Buy |
791
+1
| +0.1% | +$445 | 0.15% | 89 |
|
|
2023
Q3 | $338K | Hold |
790
| – | – | 0.15% | 89 |
|
|
2023
Q2 | $350K | Buy |
790
+1
| +0.1% | +$420 | 0.15% | 93 |
|
|
2023
Q1 | $323K | Buy |
789
+1
| +0.1% | +$399 | 0.14% | 91 |
|
|
2022
Q4 | $301K | Buy |
788
+1
| +0.1% | +$384 | 0.14% | 93 |
|
|
2022
Q3 | $281K | Hold |
787
| – | – | 0.14% | 91 |
|
|
2022
Q2 | $297K | Sell |
787
-29
| -4% | -$11.9K | 0.14% | 93 |
|
|
2022
Q1 | $368K | Sell |
816
-15
| -2% | -$6.68K | 0.15% | 92 |
|
|
2021
Q4 | $395K | Sell |
831
-69
| -8% | -$31.7K | 0.15% | 92 |
|
|
2021
Q3 | $386K | Hold |
900
| – | – | 0.17% | 87 |
|
|
2021
Q2 | $385K | Buy |
900
+24
| +3% | +$10K | 0.17% | 88 |
|
|
2021
Q1 | $347K | Buy |
876
+1
| +0.1% | +$386 | 0.17% | 91 |
|
|
2020
Q4 | $327K | Buy |
875
+87
| +11% | +$30.9K | 0.17% | 86 |
|
|
2020
Q3 | $264K | Buy |
788
+1
| +0.1% | +$331 | 0.16% | 86 |
|
|
2020
Q2 | $243K | Buy |
787
+1
| +0.1% | +$293 | 0.16% | 86 |
|
|
2020
Q1 | $203K | Buy |
786
+1
| +0.1% | +$305 | 0.16% | 85 |
|
|
2019
Q4 | $253K | Buy |
785
+1
| +0.1% | +$308 | 0.16% | 86 |
|
|
2019
Q3 | $233K | Buy |
784
+1
| +0.1% | +$295 | 0.16% | 88 |
|
|
2019
Q2 | $229K | Buy |
783
+1
| +0.1% | +$288 | 0.16% | 90 |
|
|
2019
Q1 | $221K | Buy |
+782
| New | +$212K | 0.15% | 91 |
|
|
2018
Q4 | – | Sell |
-779
| Closed | -$227K | – | 102 |
|
|
2018
Q3 | $227K | Buy |
779
+1
| +0.1% | +$285 | 0.15% | 95 |
|
|
2018
Q2 | $211K | Hold |
778
| – | – | 0.15% | 95 |
|
|
2018
Q1 | $205K | Buy |
778
+2
| +0.3% | +$546 | 0.15% | 94 |
|
|
2017
Q4 | $207K | Buy |
+776
| New | +$202K | 0.16% | 95 |
|
Other funds holding SPY
AIMZ Investment Advisors's SPY Position: Q1 2026 in Review
AIMZ Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2026, selling an estimated $17K and leaving 901 shares worth $586K. The position accounts for 0.18% of the portfolio, ranked #88.
AIMZ Investment Advisors first reported a position in SPY in Q4 2017 and has held it in 33 quarters since. The position peaked at $631K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- AIMZ Investment Advisors held 901 shares of State Street SPDR S&P 500 ETF Trust worth $586K as of Q1 2026.
- AIMZ Investment Advisors sold 25 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $17K.
- State Street SPDR S&P 500 ETF Trust made up 0.18% of AIMZ Investment Advisors's portfolio in Q1 2026, its #88 holding.
- AIMZ Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 33 quarters since.
- AIMZ Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $631K in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.