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

Aspect 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
2026
Q2 		$44.8M Buy
60,051
+31,870
+113% +$23.1M 16.73% 1
2026
Q1 		$18.3M Sell
28,181
-17,679
-39% -$12M 7.49% 3
2025
Q4 		$31.3M Buy
45,860
+14,988
+49% +$10.1M 13.69% 1
2025
Q3 		$20.6M Sell
30,872
-460
-1% -$295K 9.34% 1
2025
Q2 		$19.4M Sell
31,332
-18,257
-37% -$10.4M 9.54% 1
2025
Q1 		$27.7M Buy
49,589
+1,452
+3% +$853K 15.88% 1
2024
Q4 		$28.2M Sell
48,137
-11,562
-19% -$6.81M 16.29% 1
2024
Q3 		$34.3M Sell
59,699
-1,436
-2% -$794K 19.22% 1
2024
Q2 		$33.3M Buy
61,135
+22,585
+59% +$11.8M 19.8% 1
2024
Q1 		$20.2M Sell
38,550
-27,460
-42% -$13.7M 15.91% 1
2023
Q4 		$31.4M Buy
+66,010
New +$29.4M 20.23% 1

Other funds holding SPY

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

Aspect Partners's SPY Position: Q2 2026 in Review

Aspect Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 113% in Q2 2026, buying an estimated $23.1M and bringing the position to 60,051 shares worth $44.8M. The position accounts for 16.73% of the portfolio, ranked #1.

Aspect Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Aspect Partners held 60,051 shares of State Street SPDR S&P 500 ETF Trust worth $44.8M as of Q2 2026.
  • Aspect Partners bought 31,870 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $23.1M.
  • State Street SPDR S&P 500 ETF Trust made up 16.73% of Aspect Partners's portfolio in Q2 2026, its #1 holding.
  • Aspect Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.