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

Buckhead Capital 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 Q1	$2.18M	Buy	3,355 +378	+13%	+$257K	0.82%	46
2025 Q4	$2.03M	Buy	2,977 +390	+15%	+$264K	0.73%	49
2025 Q3	$1.72M	Buy	2,587 +356	+16%	+$228K	0.63%	50
2025 Q2	$1.38M	Buy	2,231 +363	+19%	+$208K	0.53%	53
2025 Q1	$1.05M	Buy	1,868 +77	+4%	+$45.3K	0.34%	66
2024 Q4	$1.05M	Sell	1,791 -51	-3%	-$30K	0.34%	64
2024 Q3	$1.06M	Buy	1,842 +185	+11%	+$102K	0.33%	64
2024 Q2	$902K	Buy	1,657 +4	+0.2%	+$2.09K	0.31%	66
2024 Q1	$865K	Sell	1,653 -20	-1%	-$9.96K	0.29%	67
2023 Q4	$795K	Buy	1,673 +131	+8%	+$58.4K	0.29%	68
2023 Q3	$659K	Buy	1,542 +3	+0.2%	+$1.33K	0.27%	69
2023 Q2	$682K	Hold	1,539	–	–	0.16%	87
2023 Q1	$630K	Hold	1,539	–	–	0.15%	88
2022 Q4	$589K	Hold	1,539	–	–	0.14%	90
2022 Q3	$550K	Sell	1,539 -43	-3%	-$17.1K	0.14%	91
2022 Q2	$597K	Buy	1,582 +212	+15%	+$86.8K	0.15%	91
2022 Q1	$619K	Sell	1,370 -4	-0.3%	-$1.78K	0.13%	99
2021 Q4	$653K	Sell	1,374 -9	-0.7%	-$4.13K	0.14%	98
2021 Q3	$594K	Sell	1,383 -91	-6%	-$40.1K	0.13%	100
2021 Q2	$631K	Buy	1,474 +42	+3%	+$17.5K	0.14%	96
2021 Q1	$568K	Hold	1,432	–	–	0.13%	98
2020 Q4	$535K	Buy	1,432 +42	+3%	+$14.9K	0.13%	89
2020 Q3	$465K	Hold	1,390	–	–	0.13%	84
2020 Q2	$429K	Hold	1,390	–	–	0.13%	81
2020 Q1	$358K	Hold	1,390	–	–	0.13%	67
2019 Q4	$447K	Hold	1,390	–	–	0.13%	70
2019 Q3	$413K	Hold	1,390	–	–	0.12%	76
2019 Q2	$407K	Buy	+1,390	New	+$400K	0.12%	78
2019 Q1	–	Sell	-2,785	Closed	-$696K	–	92
2018 Q4	$696K	Sell	2,785 -4,722	-63%	-$1.27M	0.24%	73
2018 Q3	$2.18M	Hold	7,507	–	–	0.67%	53
2018 Q2	$2.04M	Hold	7,507	–	–	0.67%	54
2018 Q1	$1.98M	Buy	+7,507	New	+$2.05M	0.44%	77

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buckhead Capital Management's SPY Position: Q1 2026 in Review

Buckhead Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q1 2026, buying an estimated $257K and bringing the position to 3,355 shares worth $2.18M. The position accounts for 0.82% of the portfolio, ranked #46.

Buckhead Capital Management first reported a position in SPY in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.18M in Q3 2018. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Buckhead Capital Management held 3,355 shares of State Street SPDR S&P 500 ETF Trust worth $2.18M as of Q1 2026.
Buckhead Capital Management bought 378 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $257K.
State Street SPDR S&P 500 ETF Trust made up 0.82% of Buckhead Capital Management's portfolio in Q1 2026, its #46 holding.
Buckhead Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 32 quarters since.
Buckhead Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.18M in Q3 2018.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.