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Chapman Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Chapman Investment Management’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 		$1.28M Buy
+1,713
New +$1.24M 1.06% 20

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Chapman Investment Management's SPY Position: Q2 2026 in Review

Chapman Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 1,962 shares — an estimated $1.42M sold.

Chapman Investment Management first reported a position in SPY in Q3 2021 and held it in 19 quarters. The position peaked at $1.34M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Chapman Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 1,962 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.42M.
  • Chapman Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and held it in 19 quarters.
  • Chapman Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.34M in Q4 2025.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.