Atticus Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Atticus Wealth 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	$95.4M	Sell	127,732 -2,935	-2%	-$2.13M	22.7%	1
2026 Q1	$85M	Sell	130,667 -9,138	-7%	-$6.21M	23.03%	1
2025 Q4	$95.3M	Sell	139,805 -1,122	-0.8%	-$758K	23.54%	1
2025 Q3	$93.9M	Sell	140,927 -7,590	-5%	-$4.87M	23.7%	1
2025 Q2	$91.8M	Buy	148,517 +8,719	+6%	+$4.98M	24.78%	1
2025 Q1	$78.2M	Buy	139,798 +6,134	+5%	+$3.61M	25.52%	1
2024 Q4	$78.3M	Buy	133,664 +813	+0.6%	+$479K	24.36%	1
2024 Q3	$76.2M	Buy	132,851 +2,016	+2%	+$1.11M	24.47%	1
2024 Q2	$71.2M	Sell	130,835 -6,992	-5%	-$3.66M	23.27%	1
2024 Q1	$72.1M	Buy	137,827 +6,541	+5%	+$3.26M	23.58%	1
2023 Q4	$62.4M	Buy	131,286 +6,946	+6%	+$3.09M	22.02%	1
2023 Q3	$53.2M	Buy	124,340 +3,120	+3%	+$1.39M	20.37%	1
2023 Q2	$53.7M	Sell	121,220 -1,749	-1%	-$734K	19.8%	1
2023 Q1	$50.3M	Buy	122,969 +15,373	+14%	+$6.13M	19.23%	1
2022 Q4	$41.1M	Buy	107,596 +17,141	+19%	+$6.59M	16.91%	1
2022 Q3	$34.1M	Hold	90,455	–	–	16.5%	1
2022 Q2	$34.1M	Buy	90,455 +3,334	+4%	+$1.37M	14.17%	1
2022 Q1	$39.3M	Sell	87,121 -4,695	-5%	-$2.09M	14.36%	1
2021 Q4	$43.6M	Sell	91,816 -5,900	-6%	-$2.71M	17.01%	1
2021 Q3	$41.9M	Buy	97,716 +12,747	+15%	+$5.62M	18.41%	1
2021 Q2	$36.4M	Buy	84,969 +1,556	+2%	+$649K	15.83%	1
2021 Q1	$33.1M	Sell	83,413 -3,967	-5%	-$1.53M	15.75%	1
2020 Q4	$32.7M	Buy	87,380 +3,962	+5%	+$1.41M	16.45%	1
2020 Q3	$27.9M	Buy	83,418 +56	+0.1%	+$18.6K	16.66%	1
2020 Q2	$25.7M	Buy	83,362 +34,309	+70%	+$10M	16.97%	1
2020 Q1	$12.6M	Buy	49,053 +5,103	+12%	+$1.56M	10.19%	1
2019 Q4	$14.1M	Buy	+43,950	New	+$13.5M	9.02%	1

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

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

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Atticus Wealth Management's SPY Position: Q2 2026 in Review

Atticus Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q2 2026, selling an estimated $2.13M and leaving 127,732 shares worth $95.4M. The position accounts for 22.7% of the portfolio, ranked #1.

Atticus Wealth Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Atticus Wealth Management held 127,732 shares of State Street SPDR S&P 500 ETF Trust worth $95.4M as of Q2 2026.
Atticus Wealth Management sold 2,935 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.13M.
State Street SPDR S&P 500 ETF Trust made up 22.7% of Atticus Wealth Management's portfolio in Q2 2026, its #1 holding.
Atticus Wealth 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.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.