Bear Mountain Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bear Mountain Capital’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	$1.45M	Hold	1,926	–	–	0.42%	24
2026 Q1	$1.37M	Hold	1,926	–	–	0.41%	25
2025 Q4	$1.33M	Hold	1,926	–	–	0.43%	26
2025 Q3	$1.29M	Hold	1,926	–	–	0.43%	25
2025 Q2	$1.21M	Hold	1,926	–	–	0.43%	25
2025 Q1	$1.07M	Hold	1,926	–	–	0.41%	26
2024 Q4	$1.17M	Sell	1,926 -49	-2%	-$28.9K	0.46%	25
2024 Q3	$1.15M	Sell	1,975 -29	-1%	-$16K	0.45%	27
2024 Q2	$1.12M	Hold	2,004	–	–	0.46%	26
2024 Q1	$1M	Hold	2,004	–	–	0.43%	27
2023 Q4	$952K	Buy	+2,004	New	+$893K	0.4%	28

Other funds holding SPY

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bear Mountain Capital's SPY Position: Q2 2026 in Review

Bear Mountain Capital held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,926 shares worth $1.45M. The position accounts for 0.42% of the portfolio, ranked #24.

Bear Mountain Capital first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,152 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bear Mountain Capital held 1,926 shares of State Street SPDR S&P 500 ETF Trust worth $1.45M as of Q2 2026.
Bear Mountain Capital 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 0.42% of Bear Mountain Capital's portfolio in Q2 2026, its #24 holding.
Bear Mountain Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
2,152 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.