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

Bennett Selby 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 		$5.23M Buy
7,002
+114
+2% +$82.7K 1.67% 14
2026
Q1 		$4.48M Buy
6,888
+116
+2% +$78.9K 1.57% 15
2025
Q4 		$4.62M Buy
6,772
+145
+2% +$98K 1.49% 16
2025
Q3 		$4.41M Buy
6,627
+3
+0% +$1.92K 1.46% 15
2025
Q2 		$4.09M Buy
6,624
+138
+2% +$78.9K 1.46% 15
2025
Q1 		$3.63M Buy
6,486
+1,897
+41% +$1.12M 1.43% 15
2024
Q4 		$2.69M Buy
4,589
+2
+0% +$1.18K 1.07% 19
2024
Q3 		$2.63M Sell
4,587
-6
-0.1% -$3.32K 1.11% 19
2024
Q2 		$2.5M Buy
4,593
+14
+0.3% +$7.33K 1.12% 19
2024
Q1 		$2.4M Buy
4,579
+3
+0.1% +$1.49K 1.12% 19
2023
Q4 		$2.18M Buy
4,576
+179
+4% +$79.7K 1.11% 20
2023
Q3 		$1.88M Buy
4,397
+6
+0.1% +$2.67K 1.1% 19
2023
Q2 		$1.95M Buy
4,391
+99
+2% +$41.5K 1.12% 20
2023
Q1 		$1.76M Buy
4,292
+39
+0.9% +$15.6K 1.15% 20
2022
Q4 		$1.63M Buy
4,253
+232
+6% +$89.2K 1.22% 20
2022
Q3 		$1.44M Buy
4,021
+336
+9% +$133K 1.15% 20
2022
Q2 		$1.39M Buy
3,685
+305
+9% +$125K 1.07% 20
2022
Q1 		$1.53M Sell
3,380
-240
-7% -$107K 0.92% 22
2021
Q4 		$1.72M Buy
3,620
+369
+11% +$169K 0.99% 21
2021
Q3 		$1.4M Sell
3,251
-120
-4% -$52.9K 0.91% 24
2021
Q2 		$1.44M Sell
3,371
-485
-13% -$202K 0.98% 24
2021
Q1 		$1.53M Buy
3,856
+624
+19% +$241K 1.19% 19
2020
Q4 		$1.21M Buy
+3,232
New +$1.15M 1.03% 20

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Bennett Selby Investments's SPY Position: Q2 2026 in Review

Bennett Selby Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, buying an estimated $82.7K and bringing the position to 7,002 shares worth $5.23M. The position accounts for 1.67% of the portfolio, ranked #14.

Bennett Selby Investments first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 2,679 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Bennett Selby Investments held 7,002 shares of State Street SPDR S&P 500 ETF Trust worth $5.23M as of Q2 2026.
  • Bennett Selby Investments bought 114 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $82.7K.
  • State Street SPDR S&P 500 ETF Trust made up 1.67% of Bennett Selby Investments's portfolio in Q2 2026, its #14 holding.
  • Bennett Selby Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 2,679 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.