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Castleview Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Castleview Partners’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
2018
Q1 		$43K Buy
+4,300
New +$1.17M 0.04% 114

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Castleview Partners's SPY Position: Q2 2026 in Review

Castleview Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.36% in Q2 2026, selling an estimated $16.7K and leaving 6,348 shares worth $4.74M. The position accounts for 2.08% of the portfolio, ranked #10.

Castleview Partners first reported a position in SPY in Q1 2018 and has held it in 21 quarters since. The position peaked at $15.5M in Q2 2021. 961 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Castleview Partners held 6,348 shares of State Street SPDR S&P 500 ETF Trust worth $4.74M as of Q2 2026.
  • Castleview Partners sold 23 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $16.7K.
  • State Street SPDR S&P 500 ETF Trust made up 2.08% of Castleview Partners's portfolio in Q2 2026, its #10 holding.
  • Castleview Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's State Street SPDR S&P 500 ETF Trust position peaked at $15.5M in Q2 2021.
  • 961 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.