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Arvest Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Arvest Investments’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 		$276K Hold
370
– – 0.03% 166
2026
Q1 		$241K Sell
370
-706
-66% -$480K 0.03% 165
2025
Q4 		$734K Hold
1,076
– – 0.1% 120
2025
Q3 		$717K Hold
1,076
– – 0.1% 127
2025
Q2 		$665K Hold
1,076
– – 0.1% 126
2025
Q1 		$602K Sell
1,076
-599
-36% -$352K 0.09% 126
2024
Q4 		$982K Sell
1,675
-97
-5% -$57.1K 0.16% 114
2024
Q3 		$1.02M Buy
1,772
+10
+0.6% +$5.53K 0.15% 111
2024
Q2 		$959K Sell
1,762
-7
-0.4% -$3.66K 0.15% 108
2024
Q1 		$925K Sell
1,769
-20
-1% -$9.96K 0.15% 107
2023
Q4 		$850K Buy
+1,789
New +$797K 0.14% 105

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Arvest Investments's SPY Position: Q2 2026 in Review

Arvest Investments held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 370 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #166.

Arvest Investments first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Arvest Investments held 370 shares of State Street SPDR S&P 500 ETF Trust worth $276K as of Q2 2026.
  • Arvest Investments left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.03% of Arvest Investments's portfolio in Q2 2026, its #166 holding.
  • Arvest Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's State Street SPDR S&P 500 ETF Trust position peaked at $1.02M in Q3 2024.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.