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Chicago Partners Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-500
Closed -$356K – 1682
2026
Q1 		$356K Buy
+500
New +$340K 0.01% 1054

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Chicago Partners Investment Group's SPY Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.9% in Q2 2026, buying an estimated $4.48M and bringing the position to 84,325 shares worth $62.2M. The position accounts for 1.24% of the portfolio, ranked #11.

Chicago Partners Investment Group first reported a position in SPY in Q4 2014 and has held it in 47 quarters since. 2,237 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Chicago Partners Investment Group held 84,325 shares of State Street SPDR S&P 500 ETF Trust worth $62.2M as of Q2 2026.
  • Chicago Partners Investment Group bought 6,175 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.48M.
  • State Street SPDR S&P 500 ETF Trust made up 1.24% of Chicago Partners Investment Group's portfolio in Q2 2026, its #11 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 47 quarters since.
  • 2,237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.