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

Arbor Investment Advisors’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	$708K	Sell	947 -712	-43%	-$516K	0.08%	64
2026 Q1	$1.08M	Sell	1,659 -1,312	-44%	-$892K	0.14%	40
2025 Q4	$2.03M	Sell	2,971 -30	-1%	-$20.3K	0.27%	32
2025 Q3	$2M	Sell	3,001 -166	-5%	-$106K	0.25%	33
2025 Q2	$1.96M	Sell	3,167 -123	-4%	-$70.3K	0.25%	31
2025 Q1	$1.84M	Sell	3,290 -280	-8%	-$165K	0.25%	31
2024 Q4	$2.09M	Buy	3,570 +175	+5%	+$103K	0.29%	30
2024 Q3	$1.95M	Hold	3,395	–	–	0.26%	31
2024 Q2	$1.85M	Buy	3,395 +1	+0%	+$523	0.27%	29
2024 Q1	$1.78M	Buy	3,394 +2,248	+196%	+$1.12M	0.26%	32
2023 Q4	$545K	Hold	1,146	–	–	0.09%	53
2023 Q3	$490K	Buy	1,146 +95	+9%	+$42.3K	0.09%	54
2023 Q2	$466K	Hold	1,051	–	–	0.08%	57
2023 Q1	$430K	Hold	1,051	–	–	0.08%	60
2022 Q4	$402K	Sell	1,051 -124	-11%	-$47.7K	0.08%	64
2022 Q3	$420K	Hold	1,175	–	–	0.1%	45
2022 Q2	$443K	Buy	1,175 +15	+1%	+$6.14K	0.09%	59
2022 Q1	$524K	Hold	1,160	–	–	0.1%	58
2021 Q4	$551K	Hold	1,160	–	–	0.1%	58
2021 Q3	$498K	Buy	1,160 +485	+72%	+$214K	0.1%	58
2021 Q2	$289K	Sell	675 -12	-2%	-$5.01K	0.06%	83
2021 Q1	$272K	Hold	687	–	–	0.06%	80
2020 Q4	$257K	Sell	687 -284	-29%	-$101K	0.06%	77
2020 Q3	$325K	Sell	971 -69	-7%	-$22.9K	0.08%	62
2020 Q2	$321K	Buy	+1,040	New	+$304K	0.09%	63
2020 Q1	–	Sell	-722	Closed	-$232K	–	86
2019 Q4	$232K	Hold	722	–	–	0.07%	80
2019 Q3	$214K	Hold	722	–	–	0.07%	78
2019 Q2	$212K	Hold	722	–	–	0.07%	74
2019 Q1	$204K	Buy	+722	New	+$196K	0.07%	70
2018 Q4	–	Sell	-896	Closed	-$261K	–	59
2018 Q3	$261K	Hold	896	–	–	0.1%	51
2018 Q2	$243K	Buy	+896	New	+$242K	0.1%	45
2014 Q3	–	Sell	-1,276	Closed	-$250K	–	54
2014 Q2	$250K	Buy	1,276 +5	+0.4%	+$951	0.13%	41
2014 Q1	$238K	Buy	1,271 +6	+0.5%	+$1.1K	0.14%	44
2013 Q4	$234K	Buy	+1,265	New	+$224K	0.14%	36
2013 Q3	–	Sell	-1,265	Closed	-$203K	–	41
2013 Q2	$203K	Buy	+1,265	New	+$204K	0.14%	37

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Arbor Investment Advisors's SPY Position: Q2 2026 in Review

Arbor Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 43% in Q2 2026, selling an estimated $516K and leaving 947 shares worth $708K. The position accounts for 0.08% of the portfolio, ranked #64.

Arbor Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.09M in Q4 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Arbor Investment Advisors held 947 shares of State Street SPDR S&P 500 ETF Trust worth $708K as of Q2 2026.
Arbor Investment Advisors sold 712 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $516K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Arbor Investment Advisors's portfolio in Q2 2026, its #64 holding.
Arbor Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 35 quarters since.
Arbor Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.09M in Q4 2024.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.