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	$167M	Sell	224,200 -6,000	-3%	-$4.35M	7.54%	3
2026 Q1	$150M	Sell	230,200 -12,400	-5%	-$8.43M	7.57%	2
2025 Q4	$165M	Sell	242,600 -13,700	-5%	-$9.26M	8.45%	2
2025 Q3	$171M	Sell	256,300 -5,100	-2%	-$3.27M	8.87%	2
2025 Q2	$162M	Sell	261,400 -4,200	-2%	-$2.4M	9.03%	2
2025 Q1	$149M	Sell	265,600 -1,100	-0.4%	-$647K	7.83%	2
2024 Q4	$156M	Sell	266,700 -3,700	-1%	-$2.18M	9.1%	2
2024 Q3	$155M	Sell	270,400 -1,900	-0.7%	-$1.05M	8.67%	2
2024 Q2	$148M	Sell	272,300 -4,400	-2%	-$2.3M	7.43%	2
2024 Q1	$145K	Sell	276,700 -10,400	-4%	-$5.18M	0.01%	565
2023 Q4	$136K	Sell	287,100 -17,300	-6%	-$7.71M	0.01%	540
2023 Q3	$130K	Sell	304,400 -13,600	-4%	-$6.05M	0.01%	517
2023 Q2	$141K	Sell	318,000 -11,200	-3%	-$4.7M	0.01%	556
2023 Q1	$135K	Buy	329,200 +51,700	+19%	+$20.6M	0.01%	546
2022 Q4	$106K	Sell	277,500 -105,300	-28%	-$40.5M	0.01%	536
2022 Q3	$137M	Buy	382,800 +83,400	+28%	+$33.1M	12.77%	1
2022 Q2	$123M	Sell	299,400 -82,800	-22%	-$33.9M	10.67%	1
2022 Q1	$173M	Sell	382,200 -8,100	-2%	-$3.61M	14.68%	1
2021 Q4	$185M	Buy	390,300 +6,300	+2%	+$2.89M	16.29%	1
2021 Q3	$165M	Buy	384,000 +5,600	+1%	+$2.47M	16.33%	1
2021 Q2	$162M	Sell	378,400 -205,700	-35%	-$85.9M	15.96%	1
2021 Q1	$231M	Sell	584,100 -21,800	-4%	-$8.41M	22.89%	1
2020 Q4	$227M	Sell	605,900 -224,000	-27%	-$79.5M	23.36%	1
2020 Q3	$278M	Sell	829,900 -9,700	-1%	-$3.21M	30.81%	1
2020 Q2	$259M	Sell	839,600 -500,700	-37%	-$147M	30.94%	1
2020 Q1	$345M	Buy	1,340,300 +845,200	+171%	+$258M	33.05%	1
2019 Q4	$159M	Sell	495,100 -2,600	-0.5%	-$801K	21.33%	1
2019 Q3	$148M	Sell	497,700 -41,200	-8%	-$12.2M	19.22%	1
2019 Q2	$158M	Buy	538,900 +20,900	+4%	+$6.02M	20.07%	1
2019 Q1	$146M	Sell	518,000 -88,500	-15%	-$24M	17.1%	2
2018 Q4	$152M	Buy	606,500 +15,000	+3%	+$4.04M	19.58%	1
2018 Q3	$172M	Sell	591,500 -55,000	-9%	-$15.7M	19.81%	1
2018 Q2	$175M	Buy	646,500 +8,100	+1%	+$2.19M	22.02%	1
2018 Q1	$168M	Sell	638,400 -195,600	-23%	-$53.4M	22.14%	1
2017 Q4	$223M	Sell	834,000 -33,500	-4%	-$8.71M	29.89%	1
2017 Q3	$218M	Buy	867,500 +238,500	+38%	+$58.8M	22.02%	1
2017 Q2	$152M	Sell	629,000 -2,200	-0.3%	-$527K	16.53%	2
2017 Q1	$149M	Sell	631,200 -21,800	-3%	-$5.07M	17.12%	2
2016 Q4	$146M	Sell	653,000 -271,600	-29%	-$59.3M	19.68%	2
2016 Q3	$200M	Buy	924,600 +97,900	+12%	+$21.2M	22.57%	1
2016 Q2	$173M	Buy	+826,700	New	+$172M	19.77%	2
2015 Q1	–	Sell	-415,300	Closed	-$449K	–	362
2014 Q4	$449K	Buy	415,300 +48,500	+13%	+$9.75M	0.17%	130
2014 Q3	$553K	Buy	366,800 +101,600	+38%	+$20.1M	0.23%	93
2014 Q2	$231K	Buy	265,200 +162,300	+158%	+$30.9M	0.11%	202
2014 Q1	$129K	Buy	102,900 +66,000	+179%	+$12.1M	0.08%	182
2013 Q4	$21K	Buy	+36,900	New	+$6.53M	0.02%	154

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.