Atwood & Palmer’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Atwood & Palmer’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	$1.52M	Sell	2,041 -476	-19%	-$345K	0.08%	77
2026 Q1	$1.64M	Sell	2,517 -175	-7%	-$119K	0.09%	78
2025 Q4	$1.84M	Buy	2,692 +1	+0%	+$676	0.1%	74
2025 Q3	$1.79M	Sell	2,691 -62	-2%	-$39.7K	0.11%	71
2025 Q2	$1.7M	Buy	2,753 +54	+2%	+$30.9K	0.11%	73
2025 Q1	$1.51M	Buy	2,699 +453	+20%	+$266K	0.1%	77
2024 Q4	$1.32M	Sell	2,246 -8	-0.4%	-$4.71K	0.09%	78
2024 Q3	$1.29M	Sell	2,254 -14	-0.6%	-$7.74K	0.09%	78
2024 Q2	$1.23M	Sell	2,268 -214	-9%	-$112K	0.09%	74
2024 Q1	$1.3M	Sell	2,482 -1,047	-30%	-$521K	0.1%	72
2023 Q4	$1.68M	Buy	3,529 +79	+2%	+$35.2K	0.14%	65
2023 Q3	$1.47M	Sell	3,450 -500	-13%	-$222K	0.13%	66
2023 Q2	$1.75M	Buy	3,950 +145	+4%	+$60.9K	0.16%	70
2023 Q1	$1.56M	Sell	3,805 -1,437	-27%	-$573K	0.15%	70
2022 Q4	$2M	Buy	5,242 +1,380	+36%	+$530K	0.18%	73
2022 Q3	$1.38M	Buy	3,862 +26	+0.7%	+$10.3K	0.14%	81
2022 Q2	$1.45M	Sell	3,836 -109	-3%	-$44.7K	0.14%	72
2022 Q1	$1.78M	Sell	3,945 -100	-2%	-$44.5K	0.15%	69
2021 Q4	$1.92M	Sell	4,045 -275	-6%	-$126K	0.16%	67
2021 Q3	$1.85M	Buy	4,320 +275	+7%	+$121K	0.17%	68
2021 Q2	$1.73M	Sell	4,045 -57	-1%	-$23.8K	0.16%	70
2021 Q1	$1.63M	Sell	4,102 -612	-13%	-$236K	0.16%	68
2020 Q4	$1.76M	Buy	4,714 +212	+5%	+$75.2K	0.19%	65
2020 Q3	$1.51M	Sell	4,502 -104	-2%	-$34.5K	0.19%	61
2020 Q2	$1.42M	Sell	4,606 -381	-8%	-$112K	0.19%	61
2020 Q1	$1.28M	Sell	4,987 -1,054	-17%	-$322K	0.2%	60
2019 Q4	$1.94M	Hold	6,041	–	–	0.25%	55
2019 Q3	$1.79M	Buy	6,041 +63	+1%	+$18.6K	0.24%	56
2019 Q2	$1.75M	Hold	5,978	–	–	0.24%	59
2019 Q1	$1.69M	Buy	5,978 +394	+7%	+$107K	0.24%	55
2018 Q4	$1.4M	Hold	5,584	–	–	0.22%	57
2018 Q3	$1.62M	Sell	5,584 -366	-6%	-$104K	0.21%	57
2018 Q2	$1.61M	Buy	5,950 +1,300	+28%	+$351K	0.22%	56
2018 Q1	$1.22M	Sell	4,650 -1,300	-22%	-$355K	0.17%	61
2017 Q4	$1.59M	Hold	5,950	–	–	0.22%	57
2017 Q3	$1.5M	Sell	5,950 -822	-12%	-$203K	0.22%	55
2017 Q2	$1.64M	Hold	6,772	–	–	0.26%	55
2017 Q1	$1.6M	Buy	6,772 +2,479	+58%	+$576K	0.26%	54
2016 Q4	$960K	Hold	4,293	–	–	0.17%	62
2016 Q3	$929K	Hold	4,293	–	–	0.17%	62
2016 Q2	$899K	Sell	4,293 -9,310	-68%	-$1.93M	0.16%	67
2016 Q1	$2.8M	Buy	13,603 +3,400	+33%	+$663K	0.5%	44
2015 Q4	$2.08M	Buy	10,203 +8,385	+461%	+$1.72M	0.39%	52
2015 Q3	$348K	Buy	1,818 +1,779	+4,562%	+$361K	0.07%	100
2015 Q2	$8K	Hold	39	–	–	﹤0.01%	311
2015 Q1	$8K	Hold	39	–	–	﹤0.01%	282
2014 Q4	$9K	Hold	39	–	–	﹤0.01%	308
2014 Q3	$8K	Hold	39	–	–	﹤0.01%	321
2014 Q2	$8K	Buy	+39	New	+$7.42K	﹤0.01%	277

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

Atwood & Palmer's SPY Position: Q2 2026 in Review

Atwood & Palmer reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, selling an estimated $345K and leaving 2,041 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #77.

Atwood & Palmer first reported a position in SPY in Q2 2014 and has held it in 49 quarters since. The position peaked at $2.8M in Q1 2016. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Atwood & Palmer held 2,041 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q2 2026.
Atwood & Palmer sold 476 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $345K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Atwood & Palmer's portfolio in Q2 2026, its #77 holding.
Atwood & Palmer first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's State Street SPDR S&P 500 ETF Trust position peaked at $2.8M in Q1 2016.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.