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Chatterton & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Chatterton & Associates’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 		$2.11M Buy
2,806
+363
+15% +$263K 1.24% 27
2026
Q1 		$1.66M Sell
2,443
-233
-9% -$158K 1.16% 32
2025
Q4 		$1.82M Buy
+2,676
New +$1.81M 1.56% 22

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

Chatterton & Associates's SPY Position: Q2 2026 in Review

Chatterton & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, buying an estimated $263K and bringing the position to 2,806 shares worth $2.11M. The position accounts for 1.24% of the portfolio, ranked #27.

Chatterton & Associates first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 3,028 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Chatterton & Associates held 2,806 shares of State Street SPDR S&P 500 ETF Trust worth $2.11M as of Q2 2026.
  • Chatterton & Associates bought 363 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $263K.
  • State Street SPDR S&P 500 ETF Trust made up 1.24% of Chatterton & Associates's portfolio in Q2 2026, its #27 holding.
  • Chatterton & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,028 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.