Copper Harbor Investment Advisors, LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Copper Harbor Investment Advisors, LLC’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	$5.37M	Buy	+7,196	New	+$5.22M	1.14%	25

Other funds holding SPY

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's SPY Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 7,196 shares worth $5.37M. The stake represents 1.14% of the portfolio and ranks #25 among its holdings.

1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 7,196 shares of State Street SPDR S&P 500 ETF Trust worth $5.37M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 1.14% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #25 holding.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.