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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 		– Sell
-200
Closed -$130K – 112
2026
Q1 		$130K Hold
200
– – 0.03% 102
2025
Q4 		$136K Buy
+200
New +$135K 0.03% 102

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 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. 1,328 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.
  • 1,328 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.