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

Auour 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	$2.55M	Sell	3,414 -63	-2%	-$45.7K	0.73%	34
2026 Q1	$2.26M	Buy	3,477 +68	+2%	+$46.2K	0.71%	35
2025 Q4	$2.32M	Hold	3,409	–	–	0.74%	31
2025 Q3	$2.27M	Sell	3,409 -9	-0.3%	-$5.77K	0.74%	29
2025 Q2	$2.11M	Sell	3,418 -19	-0.6%	-$10.9K	0.73%	30
2025 Q1	$1.91M	Buy	3,437 +131	+4%	+$77K	0.69%	33
2024 Q4	$1.99M	Buy	3,306 +8	+0.2%	+$4.71K	0.7%	34
2024 Q3	$1.92M	Buy	3,298 +18	+0.5%	+$9.95K	0.69%	35
2024 Q2	$1.78M	Buy	3,280 +14	+0.4%	+$7.33K	0.66%	34
2024 Q1	$1.71M	Buy	3,266 +60	+2%	+$29.9K	0.63%	34
2023 Q4	$1.55M	Buy	3,206 +6	+0.2%	+$2.67K	0.61%	36
2023 Q3	$1.39M	Buy	3,200 +322	+11%	+$143K	0.59%	36
2023 Q2	$1.28M	Buy	+2,878	New	+$1.21M	0.54%	36

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

Auour Investments's SPY Position: Q2 2026 in Review

Auour Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, selling an estimated $45.7K and leaving 3,414 shares worth $2.55M. The position accounts for 0.73% of the portfolio, ranked #34.

Auour Investments first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 2,480 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Auour Investments held 3,414 shares of State Street SPDR S&P 500 ETF Trust worth $2.55M as of Q2 2026.
Auour Investments sold 63 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $45.7K.
State Street SPDR S&P 500 ETF Trust made up 0.73% of Auour Investments's portfolio in Q2 2026, its #34 holding.
Auour Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
2,480 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.