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

Barton Investment 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	$627K	Hold	839	–	–	0.08%	39
2026 Q1	$546K	Hold	839	–	–	0.07%	40
2025 Q4	$572K	Hold	839	–	–	0.06%	39
2025 Q3	$559K	Hold	839	–	–	0.06%	41
2025 Q2	$518K	Hold	839	–	–	0.05%	39
2025 Q1	$469K	Hold	839	–	–	0.06%	36
2024 Q4	$492K	Hold	839	–	–	0.05%	37
2024 Q3	$481K	Hold	839	–	–	0.06%	38
2024 Q2	$457K	Sell	839 -195	-19%	-$102K	0.06%	35
2024 Q1	$541K	Sell	1,034 -117	-10%	-$58.2K	0.07%	35
2023 Q4	$547K	Sell	1,151 -240	-17%	-$107K	0.07%	37
2023 Q3	$595K	Sell	1,391 -115	-8%	-$51.1K	0.1%	32
2023 Q2	$668K	Sell	1,506 -184	-11%	-$77.2K	0.1%	32
2023 Q1	$692K	Sell	1,690 -350	-17%	-$140K	0.12%	30
2022 Q4	$780K	Buy	+2,040	New	+$784K	0.15%	31

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Barton Investment Management's SPY Position: Q2 2026 in Review

Barton Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 839 shares worth $627K. The position accounts for 0.08% of the portfolio, ranked #39.

Barton Investment Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $780K in Q4 2022. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Barton Investment Management held 839 shares of State Street SPDR S&P 500 ETF Trust worth $627K as of Q2 2026.
Barton Investment Management 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 0.08% of Barton Investment Management's portfolio in Q2 2026, its #39 holding.
Barton Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Barton Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $780K in Q4 2022.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.