Checchi Capital Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Checchi Capital Advisers’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	$220M	Sell	294,500 -15,100	-5%	-$10.9M	9.91%	2
2026 Q1	$201M	Buy	+309,600	New	+$210M	10.18%	1
2021 Q3	–	Sell	-8,700	Closed	-$3.72M	–	546
2021 Q2	$3.72M	Buy	8,700 +200	+2%	+$83.5K	0.37%	56
2021 Q1	$3.37M	Buy	8,500 +4,200	+98%	+$1.62M	0.33%	56
2020 Q4	$1.61M	Sell	4,300 -900	-17%	-$319K	0.17%	105
2020 Q3	$1.74M	Sell	5,200 -9,600	-65%	-$3.18M	0.19%	81
2020 Q2	$4.56M	Buy	14,800 +100	+0.7%	+$29.3K	0.55%	24
2020 Q1	$3.79M	Sell	14,700 -700	-5%	-$214K	0.36%	27
2019 Q4	$4.96M	Sell	15,400 -1,900	-11%	-$585K	0.66%	21
2019 Q3	$5.13M	Buy	+17,300	New	+$5.11M	0.67%	20
2019 Q2	–	Sell	-18,300	Closed	-$5.17M	–	443
2019 Q1	$5.17M	Sell	18,300 -12,700	-41%	-$3.45M	0.6%	21
2018 Q4	$7.75M	Sell	31,000 -100	-0.3%	-$27K	1%	13
2018 Q3	$9.04M	Buy	31,100 +1,100	+4%	+$313K	1.04%	10
2018 Q2	$8.14M	Buy	+30,000	New	+$8.1M	1.02%	10
2018 Q1	–	Sell	-46,200	Closed	-$12.3M	–	423
2017 Q4	$12.3M	Sell	46,200 -700,400	-94%	-$182M	1.66%	7
2017 Q3	$188M	Sell	746,600 -67,500	-8%	-$16.6M	18.95%	2
2017 Q2	$197M	Sell	814,100 -82,100	-9%	-$19.7M	21.39%	1
2017 Q1	$211M	Buy	896,200 +60,300	+7%	+$14M	24.3%	1
2016 Q4	$187M	Sell	835,900 -60,800	-7%	-$13.3M	25.19%	1
2016 Q3	$194M	Buy	896,700 +59,900	+7%	+$12.9M	21.89%	2
2016 Q2	$175M	Buy	+836,800	New	+$174M	20.01%	1
2015 Q1	–	Sell	-572,900	Closed	-$194K	–	361
2014 Q4	$194K	Buy	572,900 +140,600	+33%	+$28.3M	0.07%	299
2014 Q3	$28K	Buy	432,300 +300,300	+228%	+$59.4M	0.01%	281
2014 Q2	$12K	Sell	132,000 -2,300	-2%	-$437K	0.01%	255
2014 Q1	$32K	Buy	134,300 +123,500	+1,144%	+$22.7M	0.02%	195
2013 Q4	$5K	Buy	+10,800	New	+$1.91M	﹤0.01%	155

Other funds holding SPY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Checchi Capital Advisers's SPY Position: Q2 2026 in Review

Checchi Capital Advisers increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q2 2026, buying an estimated $451K and bringing the position to 11,250 shares worth $8.4M. The position accounts for 0.38% of the portfolio, ranked #57.

Checchi Capital Advisers first reported a position in SPY in Q2 2016 and has held it in 40 quarters since. 2,679 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Checchi Capital Advisers held 11,250 shares of State Street SPDR S&P 500 ETF Trust worth $8.4M as of Q2 2026.
Checchi Capital Advisers bought 622 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $451K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Checchi Capital Advisers's portfolio in Q2 2026, its #57 holding.
Checchi Capital Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 40 quarters since.
2,679 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.