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

Allodium Investment Consultants’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	$788K	Sell	1,055 -58	-5%	-$42K	0.33%	37
2026 Q1	$724K	Hold	1,113	–	–	0.35%	35
2025 Q4	$759K	Hold	1,113	–	–	0.38%	34
2025 Q3	$741K	Hold	1,113	–	–	0.42%	33
2025 Q2	$688K	Hold	1,113	–	–	0.44%	33
2025 Q1	$623K	Hold	1,113	–	–	0.46%	33
2024 Q4	$652K	Buy	+1,113	New	+$656K	0.54%	31

Other funds holding SPY

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 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

Allodium Investment Consultants's SPY Position: Q2 2026 in Review

Allodium Investment Consultants reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.2% in Q2 2026, selling an estimated $42K and leaving 1,055 shares worth $788K. The position accounts for 0.33% of the portfolio, ranked #37.

Allodium Investment Consultants first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 3,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Allodium Investment Consultants held 1,055 shares of State Street SPDR S&P 500 ETF Trust worth $788K as of Q2 2026.
Allodium Investment Consultants sold 58 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $42K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Allodium Investment Consultants's portfolio in Q2 2026, its #37 holding.
Allodium Investment Consultants first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
3,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.