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

Almanack Investment Partners’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
2023
Q4 		– Sell
-4,000
Closed -$1.71K – 182
2023
Q3 		$1.71K Buy
+4,000
New +$1.78M ﹤0.01% 161

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Almanack Investment Partners's SPY Position: Q2 2026 in Review

Almanack Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 46% in Q2 2026, buying an estimated $2.38M and bringing the position to 10,370 shares worth $7.74M. The position accounts for 0.99% of the portfolio, ranked #18.

Almanack Investment Partners first reported a position in SPY in Q1 2017 and has held it in 37 quarters since. The position peaked at $29.1M in Q3 2020. 3,563 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Almanack Investment Partners held 10,370 shares of State Street SPDR S&P 500 ETF Trust worth $7.74M as of Q2 2026.
  • Almanack Investment Partners bought 3,288 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.38M.
  • State Street SPDR S&P 500 ETF Trust made up 0.99% of Almanack Investment Partners's portfolio in Q2 2026, its #18 holding.
  • Almanack Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 37 quarters since.
  • Almanack Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $29.1M in Q3 2020.
  • 3,563 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.