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BCM Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BCM Advisors’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 		$4.26M Buy
5,771
+43
+0.8% +$31.2K 0.83% 23
2026
Q1 		$4.11M Sell
5,728
-340
-6% -$231K 0.81% 20
2025
Q4 		$4.18M Hold
6,068
– – 0.8% 19
2025
Q3 		$4.17M Hold
6,068
– – 0.84% 18
2025
Q2 		$3.85M Hold
6,068
– – 0.82% 21
2025
Q1 		$3.44M Hold
6,068
– – 0.78% 22
2024
Q4 		$3.67M Sell
6,068
-34
-0.6% -$20K 0.82% 21
2024
Q3 		$3.48M Sell
6,102
-1,679
-22% -$928K 0.8% 24
2024
Q2 		$4.23M Buy
7,781
+5
+0.1% +$2.62K 1% 18
2024
Q1 		$3.93M Hold
7,776
– – 1% 18
2023
Q4 		$3.82M Buy
7,776
+25
+0.3% +$11.1K 1% 19
2023
Q3 		$3.39M Buy
7,751
+1,412
+22% +$628K 1% 21
2023
Q2 		$2.85M Buy
6,339
+112
+2% +$47K 0.76% 23
2023
Q1 		$2.59M Hold
6,227
– – 0.7% 24
2022
Q4 		$2.44M Buy
6,227
+29
+0.5% +$11.1K 0.67% 25
2022
Q3 		$2.41M Sell
6,198
-8
-0.1% -$3.18K 0.71% 25
2022
Q2 		$2.46M Hold
6,206
– – 0.68% 23
2022
Q1 		$2.66M Sell
6,206
-509
-8% -$227K 0.71% 19
2021
Q4 		$3.02M Buy
6,715
+517
+8% +$237K 0.78% 18
2021
Q3 		$2.77M Sell
6,198
-2,660
-30% -$1.17M 0.74% 20
2021
Q2 		$3.76M Sell
8,858
-356
-4% -$149K 1.02% 16
2021
Q1 		$3.84M Buy
9,214
+3,274
+55% +$1.26M 1.16% 14
2020
Q4 		$2.22M Hold
5,940
– – 0.73% 21
2020
Q3 		$1.94M Buy
+5,940
New +$1.97M 0.72% 20
2020
Q2 		– Sell
-2,453
Closed -$632K – 49
2020
Q1 		$632K Sell
2,453
-156
-6% -$47.6K 0.3% 30
2019
Q4 		$840K Buy
2,609
+762
+41% +$235K 0.31% 25
2019
Q3 		$548K Hold
1,847
– – 0.24% 26
2019
Q2 		$541K Buy
+1,847
New +$532K 0.25% 26

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
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
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
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

BCM Advisors's SPY Position: Q2 2026 in Review

BCM Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.75% in Q2 2026, buying an estimated $31.2K and bringing the position to 5,771 shares worth $4.26M. The position accounts for 0.83% of the portfolio, ranked #23.

BCM Advisors first reported a position in SPY in Q2 2019 and has held it in 28 quarters since. 2,548 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • BCM Advisors held 5,771 shares of State Street SPDR S&P 500 ETF Trust worth $4.26M as of Q2 2026.
  • BCM Advisors bought 43 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $31.2K.
  • State Street SPDR S&P 500 ETF Trust made up 0.83% of BCM Advisors's portfolio in Q2 2026, its #23 holding.
  • BCM Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 28 quarters since.
  • 2,548 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.