CAPTRUST Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
CAPTRUST Financial Advisors's SPY Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $6.05M and leaving 788,251 shares worth $513M. The position accounts for 0.89% of the portfolio, ranked #19.
CAPTRUST Financial Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $544M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- CAPTRUST Financial Advisors held 788,251 shares of State Street SPDR S&P 500 ETF Trust worth $513M as of Q1 2026.
- CAPTRUST Financial Advisors sold 8,892 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.05M.
- State Street SPDR S&P 500 ETF Trust made up 0.89% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #19 holding.
- CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- CAPTRUST Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $544M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.