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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.21M Buy
2,962
+1,097
+59% +$795K 0.63% 22
2026
Q1
$1.21M Sell
1,865
-6
-0.3% -$4.08K 0.39% 29
2025
Q4
$1.28M Hold
1,871
0.39% 31
2025
Q3
$1.25M Buy
1,871
+32
+2% +$20.5K 0.39% 31
2025
Q2
$1.14M Hold
1,839
0.39% 33
2025
Q1
$1.03M Buy
1,839
+6
+0.3% +$3.53K 0.38% 35
2024
Q4
$1.07M Sell
1,833
-175
-9% -$103K 0.38% 36
2024
Q3
$1.15M Hold
2,008
0.4% 32
2024
Q2
$1.09M Buy
2,008
+1,776
+766% +$930K 0.39% 32
2024
Q1
$121K Buy
232
+165
+246% +$82.1K 0.05% 106
2023
Q4
$32K Sell
67
-3
-4% -$1.34K 0.01% 186
2023
Q3
$30K Sell
70
-5
-7% -$2.22K 0.01% 186
2023
Q2
$33K Sell
75
-1
-1% -$420 0.01% 195
2023
Q1
$31K Buy
76
+36
+90% +$14.4K 0.01% 205
2022
Q4
$15K Buy
40
+14
+54% +$5.38K 0.01% 252
2022
Q3
$9K Hold
26
﹤0.01% 228
2022
Q2
$10K Sell
26
-22
-46% -$9.01K 0.01% 227
2022
Q1
$22K Sell
48
-42
-47% -$18.7K 0.01% 189
2021
Q4
$43K Sell
90
-25
-22% -$11.5K 0.02% 141
2021
Q3
$49K Hold
115
0.02% 126
2021
Q2
$49K Hold
115
0.02% 132
2021
Q1
$46K Hold
115
0.03% 106
2020
Q4
$43K Hold
115
0.03% 105
2020
Q3
$39K Hold
115
0.03% 97
2020
Q2
$35K Hold
115
0.03% 98
2020
Q1
$30K Sell
115
-120
-51% -$36.6K 0.03% 95
2019
Q4
$76K Hold
235
0.06% 80
2019
Q3
$70K Hold
235
0.06% 81
2019
Q2
$69K Hold
235
0.06% 82
2019
Q1
$66K Hold
235
0.06% 85
2018
Q4
$59K Hold
235
0.06% 88
2018
Q3
$68K Hold
235
0.05% 82
2018
Q2
$64K Sell
235
-5
-2% -$1.35K 0.05% 89
2018
Q1
$63K Hold
240
0.05% 84
2017
Q4
$64K Buy
+240
New +$62.4K 0.06% 63

Other funds holding SPY

Centerpoint Advisors's SPY Position: Q2 2026 in Review

Centerpoint Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 59% in Q2 2026, buying an estimated $795K and bringing the position to 2,962 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #22.

Centerpoint Advisors first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Centerpoint Advisors held 2,962 shares of State Street SPDR S&P 500 ETF Trust worth $2.21M as of Q2 2026.
  • Centerpoint Advisors bought 1,097 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $795K.
  • State Street SPDR S&P 500 ETF Trust made up 0.63% of Centerpoint Advisors's portfolio in Q2 2026, its #22 holding.
  • Centerpoint Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.