Cambridge Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cambridge Advisors’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	$2.83M	Sell	3,786 -62	-2%	-$45K	0.49%	35
2026 Q1	$2.5M	Hold	3,848	–	–	0.49%	35
2025 Q4	$2.62M	Sell	3,848 -224	-6%	-$151K	0.5%	34
2025 Q3	$2.71M	Buy	4,072 +1	+0%	+$641	0.53%	34
2025 Q2	$2.52M	Sell	4,071 -18	-0.4%	-$10.3K	0.53%	32
2025 Q1	$2.29M	Sell	4,089 -40	-1%	-$23.5K	0.5%	35
2024 Q4	$2.42M	Buy	4,129 +256	+7%	+$151K	0.54%	33
2024 Q3	$2.22M	Sell	3,873 -218	-5%	-$121K	0.49%	33
2024 Q2	$2.23M	Buy	4,091 +76	+2%	+$39.8K	0.52%	33
2024 Q1	$2.1M	Buy	4,015 +167	+4%	+$83.1K	0.5%	37
2023 Q4	$1.83M	Hold	3,848	–	–	0.46%	36
2023 Q3	$1.64M	Hold	3,848	–	–	0.44%	36
2023 Q2	$1.71M	Hold	3,848	–	–	0.44%	34
2023 Q1	$1.58M	Buy	3,848 +1	+0%	+$399	0.4%	37
2022 Q4	$1.47M	Hold	3,847	–	–	0.39%	40
2022 Q3	$1.37M	Sell	3,847 -60	-2%	-$23.8K	0.39%	41
2022 Q2	$1.47M	Sell	3,907 -14	-0.4%	-$5.74K	0.4%	37
2022 Q1	$1.77M	Buy	3,921 +5	+0.1%	+$2.23K	0.42%	32
2021 Q4	$1.86M	Hold	3,916	–	–	0.42%	32
2021 Q3	$1.68M	Buy	3,916 +1	+0%	+$441	0.41%	37
2021 Q2	$1.68M	Hold	3,915	–	–	0.41%	38
2021 Q1	$1.55M	Hold	3,915	–	–	0.4%	41
2020 Q4	$1.46M	Hold	3,915	–	–	0.39%	42
2020 Q3	$1.31M	Hold	3,915	–	–	0.39%	42
2020 Q2	$1.21M	Hold	3,915	–	–	0.38%	45
2020 Q1	$1.01M	Buy	3,915 +50	+1%	+$15.3K	0.37%	49
2019 Q4	$1.24M	Sell	3,865 -18	-0.5%	-$5.54K	0.38%	48
2019 Q3	$1.15M	Hold	3,883	–	–	0.38%	42
2019 Q2	$1.14M	Buy	3,883 +18	+0.5%	+$5.18K	0.38%	44
2019 Q1	$1.09M	Sell	3,865 -81	-2%	-$22K	0.37%	46
2018 Q4	$986K	Hold	3,946	–	–	0.37%	50
2018 Q3	$1.15M	Hold	3,946	–	–	0.39%	48
2018 Q2	$1.07M	Hold	3,946	–	–	0.38%	53
2018 Q1	$1.04M	Buy	3,946 +50	+1%	+$13.6K	0.37%	51
2017 Q4	$1.04M	Hold	3,896	–	–	0.38%	51
2017 Q3	$979K	Sell	3,896 -1,405	-27%	-$346K	0.38%	49
2017 Q2	$1.28M	Sell	5,301 -85	-2%	-$20.4K	0.52%	37
2017 Q1	$1.27M	Buy	5,386 +450	+9%	+$105K	0.52%	39
2016 Q4	$1.1M	Hold	4,936	–	–	0.49%	47
2016 Q3	$1.07M	Hold	4,936	–	–	0.47%	45
2016 Q2	$1.03M	Sell	4,936 -200	-4%	-$41.5K	0.47%	47
2016 Q1	$1.06M	Hold	5,136	–	–	0.49%	45
2015 Q4	$1.05M	Hold	5,136	–	–	0.59%	43
2015 Q3	$984K	Hold	5,136	–	–	0.58%	45
2015 Q2	$1.06M	Sell	5,136 -390	-7%	-$82K	0.6%	43
2015 Q1	$1.53M	Buy	5,526 +360	+7%	+$74.3K	0.89%	29
2014 Q4	$1.06M	Buy	+5,166	New	+$1.04M	0.65%	41

Other funds holding SPY

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

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

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 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

Cambridge Advisors's SPY Position: Q2 2026 in Review

Cambridge Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, selling an estimated $45K and leaving 3,786 shares worth $2.83M. The position accounts for 0.49% of the portfolio, ranked #35.

Cambridge Advisors first reported a position in SPY in Q4 2014 and has held it in 47 quarters since. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Cambridge Advisors held 3,786 shares of State Street SPDR S&P 500 ETF Trust worth $2.83M as of Q2 2026.
Cambridge Advisors sold 62 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $45K.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Cambridge Advisors's portfolio in Q2 2026, its #35 holding.
Cambridge Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 47 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 Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.