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

Benson Investment Management Company’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	$425K	Hold	569	–	–	2.26%	8
2026 Q1	$370K	Sell	569 -143	-20%	-$97.2K	3.29%	6
2025 Q4	$485K	Hold	712	–	–	0.17%	47
2025 Q3	$474K	Hold	712	–	–	0.16%	51
2025 Q2	$440K	Buy	712 +340	+91%	+$194K	0.17%	49
2025 Q1	$208K	Hold	372	–	–	0.09%	48
2024 Q4	$218K	Buy	372 +15	+4%	+$8.84K	0.09%	46
2024 Q3	$205K	Buy	+357	New	+$197K	0.08%	49
2022 Q4	–	Sell	-249	Closed	-$89K	–	63
2022 Q3	$89K	Sell	249 -170	-41%	-$67.5K	0.06%	46
2022 Q2	$40K	Buy	419 +312	+292%	+$128K	0.02%	52
2022 Q1	$48K	Hold	107	–	–	0.02%	51
2021 Q4	$51K	Buy	+107	New	+$49.1K	0.02%	50

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Benson Investment Management Company's SPY Position: Q2 2026 in Review

Benson Investment Management Company held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 569 shares worth $425K. The position accounts for 2.26% of the portfolio, ranked #8.

Benson Investment Management Company first reported a position in SPY in Q4 2021 and has held it in 12 quarters since. The position peaked at $485K in Q4 2025. 1,933 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Benson Investment Management Company held 569 shares of State Street SPDR S&P 500 ETF Trust worth $425K as of Q2 2026.
Benson Investment Management Company 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 2.26% of Benson Investment Management Company's portfolio in Q2 2026, its #8 holding.
Benson Investment Management Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 12 quarters since.
Benson Investment Management Company's State Street SPDR S&P 500 ETF Trust position peaked at $485K in Q4 2025.
1,933 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Benson Investment Management Company's 13F filing for Q2 2026, filed 14 Jul 2026.