Alley Investment Management Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Alley Investment Management Company’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	$4.93M	Sell	6,602 -178	-3%	-$129K	0.58%	53
2026 Q1	$4.41M	Sell	6,780 -474	-7%	-$322K	0.54%	56
2025 Q4	$4.95M	Sell	7,254 -34	-0.5%	-$23K	0.58%	56
2025 Q3	$4.86M	Sell	7,288 -162	-2%	-$104K	0.56%	57
2025 Q2	$4.6M	Sell	7,450 -21	-0.3%	-$12K	0.56%	54
2025 Q1	$4.18M	Buy	7,471 +30	+0.4%	+$17.6K	0.52%	56
2024 Q4	$4.36M	Buy	7,441 +22	+0.3%	+$13K	0.55%	55
2024 Q3	$4.26M	Buy	7,419 +3	+0%	+$1.66K	0.54%	55
2024 Q2	$4.04M	Sell	7,416 -55	-0.7%	-$28.8K	0.55%	55
2024 Q1	$3.91M	Sell	7,471 -109	-1%	-$54.3K	0.54%	55
2023 Q4	$3.6M	Sell	7,580 -783	-9%	-$349K	0.53%	54
2023 Q3	$3.58M	Sell	8,363 -53	-0.6%	-$23.6K	0.61%	54
2023 Q2	$3.73M	Sell	8,416 -16	-0.2%	-$6.71K	0.6%	55
2023 Q1	$3.45M	Sell	8,432 -8,874	-51%	-$3.54M	0.58%	56
2022 Q4	$6.62M	Buy	17,306 +12,061	+230%	+$4.64M	1.14%	41
2022 Q3	$1.87M	Buy	5,245 +550	+12%	+$218K	0.37%	56
2022 Q2	$1.77M	Buy	4,695 +25	+0.5%	+$10.2K	0.33%	55
2022 Q1	$2.11M	Buy	+4,670	New	+$2.08M	0.35%	56

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alley Investment Management Company's SPY Position: Q2 2026 in Review

Alley Investment Management Company reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, selling an estimated $129K and leaving 6,602 shares worth $4.93M. The position accounts for 0.58% of the portfolio, ranked #53.

Alley Investment Management Company first reported a position in SPY in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.62M in Q4 2022. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Alley Investment Management Company held 6,602 shares of State Street SPDR S&P 500 ETF Trust worth $4.93M as of Q2 2026.
Alley Investment Management Company sold 178 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $129K.
State Street SPDR S&P 500 ETF Trust made up 0.58% of Alley Investment Management Company's portfolio in Q2 2026, its #53 holding.
Alley Investment Management Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 18 quarters since.
Alley Investment Management Company's State Street SPDR S&P 500 ETF Trust position peaked at $6.62M in Q4 2022.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.