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

Central Valley 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	$6.21M	Sell	8,322 -310	-4%	-$225K	1.59%	17
2026 Q1	$5.61M	Buy	8,632 +115	+1%	+$78.2K	1.53%	17
2025 Q4	$5.81M	Sell	8,517 -171	-2%	-$116K	1.74%	17
2025 Q3	$5.79M	Sell	8,688 -674	-7%	-$432K	1.79%	16
2025 Q2	$5.78M	Sell	9,362 -381	-4%	-$218K	1.97%	16
2025 Q1	$5.45M	Sell	9,743 -444	-4%	-$261K	2.07%	14
2024 Q4	$5.97M	Sell	10,187 -39	-0.4%	-$23K	2.71%	8
2024 Q3	$5.87M	Buy	10,226 +127	+1%	+$70.2K	3.31%	5
2024 Q2	$4.48M	Buy	10,099 +72	+0.7%	+$37.7K	1.91%	12
2024 Q1	$5.25M	Sell	10,027 -85	-0.8%	-$42.3K	2.71%	7
2023 Q4	$4.81M	Buy	+10,112	New	+$4.5M	2.83%	6

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Central Valley Advisors's SPY Position: Q2 2026 in Review

Central Valley Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q2 2026, selling an estimated $225K and leaving 8,322 shares worth $6.21M. The position accounts for 1.59% of the portfolio, ranked #17.

Central Valley Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Central Valley Advisors held 8,322 shares of State Street SPDR S&P 500 ETF Trust worth $6.21M as of Q2 2026.
Central Valley Advisors sold 310 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $225K.
State Street SPDR S&P 500 ETF Trust made up 1.59% of Central Valley Advisors's portfolio in Q2 2026, its #17 holding.
Central Valley Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.