American Institute for Advanced Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

American Institute for Advanced Investment Management’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	$6.92M	Sell	9,263 -249	-3%	-$181K	4%	3
2026 Q1	$6.19M	Sell	9,512 -83	-0.9%	-$56.4K	4.01%	3
2025 Q4	$6.54M	Sell	9,595 -58	-0.6%	-$39.2K	4.21%	3
2025 Q3	$6.43M	Sell	9,653 -151	-2%	-$96.8K	4.21%	3
2025 Q2	$6.06M	Buy	9,804 +54	+0.6%	+$30.9K	4.28%	3
2025 Q1	$5.45M	Sell	9,750 -817	-8%	-$480K	4.16%	3
2024 Q4	$6.19M	Sell	10,567 -118	-1%	-$69.5K	4.62%	2
2024 Q3	$6.13M	Sell	10,685 -5	-0%	-$2.77K	4.39%	3
2024 Q2	$5.82M	Sell	10,690 -157	-1%	-$82.2K	4.45%	3
2024 Q1	$5.67M	Sell	10,847 -412	-4%	-$205K	4.49%	3
2023 Q4	$5.35M	Sell	11,259 -26	-0.2%	-$11.6K	4.73%	3
2023 Q3	$4.82M	Sell	11,285 -1,142	-9%	-$508K	4.47%	4
2023 Q2	$5.51M	Buy	12,427 +29	+0.2%	+$12.2K	4.82%	3
2023 Q1	$5.08M	Sell	12,398 -1,469	-11%	-$586K	5.41%	2
2022 Q4	$5.3M	Sell	13,867 -111	-0.8%	-$42.7K	4.85%	2
2022 Q3	$4.99M	Buy	13,978 +271	+2%	+$108K	4.66%	2
2022 Q2	$5.17M	Buy	13,707 +7	+0.1%	+$2.87K	4.53%	2
2022 Q1	$6.19M	Buy	13,700 +22	+0.2%	+$9.79K	4.49%	2
2021 Q4	$6.5M	Sell	13,678 -100	-0.7%	-$45.9K	4.38%	2
2021 Q3	$5.91M	Sell	13,778 -537	-4%	-$237K	4.19%	2
2021 Q2	$6.13M	Sell	14,315 -74	-0.5%	-$30.9K	4.32%	2
2021 Q1	$5.7M	Buy	14,389 +540	+4%	+$208K	4.35%	3
2020 Q4	$5.18M	Buy	13,849 +391	+3%	+$139K	4.16%	3
2020 Q3	$4.51M	Sell	13,458 -131	-1%	-$43.4K	4.05%	3
2020 Q2	$4.19M	Sell	13,589 -424	-3%	-$124K	3.96%	3
2020 Q1	$3.61M	Buy	14,013 +3,834	+38%	+$1.17M	3.92%	3
2019 Q4	$3.28M	Buy	+10,179	New	+$3.13M	3.16%	4

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

American Institute for Advanced Investment Management's SPY Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q2 2026, selling an estimated $181K and leaving 9,263 shares worth $6.92M. The position accounts for 4% of the portfolio, ranked #3.

American Institute for Advanced Investment Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

American Institute for Advanced Investment Management held 9,263 shares of State Street SPDR S&P 500 ETF Trust worth $6.92M as of Q2 2026.
American Institute for Advanced Investment Management sold 249 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $181K.
State Street SPDR S&P 500 ETF Trust made up 4% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #3 holding.
American Institute for Advanced Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.