Builder Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Builder Investment Group’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	$3.67M	Sell	4,920 -60	-1%	-$43.5K	0.73%	30
2026 Q1	$3.24M	Sell	4,980 -23	-0.5%	-$15.6K	0.7%	29
2025 Q4	$3.41M	Buy	5,003 +60	+1%	+$40.6K	0.74%	29
2025 Q3	$3.29M	Buy	4,943 +365	+8%	+$234K	0.74%	29
2025 Q2	$2.83M	Sell	4,578 -29	-0.6%	-$16.6K	0.7%	32
2025 Q1	$2.58M	Buy	4,607 +51	+1%	+$30K	0.73%	32
2024 Q4	$2.67M	Sell	4,556 -33	-0.7%	-$19.4K	0.73%	31
2024 Q3	$2.63M	Sell	4,589 -34	-0.7%	-$18.8K	0.71%	33
2024 Q2	$2.52M	Sell	4,623 -72	-2%	-$37.7K	0.69%	33
2024 Q1	$2.46M	Buy	4,695 +234	+5%	+$116K	0.72%	33
2023 Q4	$2.12M	Sell	4,461 -23	-0.5%	-$10.2K	0.76%	32
2023 Q3	$1.92M	Sell	4,484 -61	-1%	-$27.1K	0.75%	30
2023 Q2	$2.01M	Sell	4,545 -80	-2%	-$33.6K	0.79%	30
2023 Q1	$1.89M	Sell	4,625 -4,242	-48%	-$1.69M	0.83%	29
2022 Q4	$3.39M	Buy	+8,867	New	+$3.41M	1.61%	25

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Builder Investment Group's SPY Position: Q2 2026 in Review

Builder Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, selling an estimated $43.5K and leaving 4,920 shares worth $3.67M. The position accounts for 0.73% of the portfolio, ranked #30.

Builder Investment Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Builder Investment Group held 4,920 shares of State Street SPDR S&P 500 ETF Trust worth $3.67M as of Q2 2026.
Builder Investment Group sold 60 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $43.5K.
State Street SPDR S&P 500 ETF Trust made up 0.73% of Builder Investment Group's portfolio in Q2 2026, its #30 holding.
Builder Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.