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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$18.2M Sell
24,402
-684
-3% -$496K 0.24% 50
2026
Q1 		$16.3M Sell
25,086
-1,297
-5% -$882K 0.24% 49
2025
Q4 		$18M Sell
26,383
-93
-0.4% -$62.9K 0.27% 48
2025
Q3 		$17.6M Sell
26,476
-2,899
-10% -$1.86M 0.28% 49
2025
Q2 		$18.1M Sell
29,375
-283
-1% -$162K 0.3% 48
2025
Q1 		$16.6M Buy
29,658
+869
+3% +$511K 0.31% 49
2024
Q4 		$16.9M Sell
28,789
-93
-0.3% -$54.8K 0.33% 47
2024
Q3 		$16.6M Buy
28,882
+8,314
+40% +$4.6M 0.38% 46
2024
Q2 		$11.2M Buy
20,568
+63
+0.3% +$33K 0.24% 51
2024
Q1 		$10.7M Buy
20,505
+1,342
+7% +$668K 0.24% 50
2023
Q4 		$9.11M Buy
19,163
+762
+4% +$339K 0.23% 56
2023
Q3 		$7.87M Buy
18,401
+1,110
+6% +$494K 0.22% 53
2023
Q2 		$7.66M Sell
17,291
-179
-1% -$75.1K 0.21% 53
2023
Q1 		$7.15M Buy
17,470
+1,029
+6% +$411K 0.21% 54
2022
Q4 		$6.29M Sell
16,441
-1,045
-6% -$402K 0.23% 57
2022
Q3 		$6.25M Buy
17,486
+214
+1% +$85K 0.77% 22
2022
Q2 		$6.52M Sell
17,272
-8,154
-32% -$3.34M 0.27% 52
2022
Q1 		$11.5M Buy
25,426
+6,082
+31% +$2.71M 0.41% 44
2021
Q4 		$9.19M Buy
19,344
+137
+0.7% +$62.9K 0.34% 47
2021
Q3 		$8.24M Buy
19,207
+1,290
+7% +$569K 0.32% 47
2021
Q2 		$7.67M Buy
17,917
+160
+0.9% +$66.8K 0.31% 50
2021
Q1 		$7.04M Buy
17,757
+356
+2% +$137K 0.33% 47
2020
Q4 		$6.51M Buy
17,401
+1,718
+11% +$609K 0.32% 49
2020
Q3 		$5.25M Sell
15,683
-283
-2% -$93.8K 0.3% 53
2020
Q2 		$4.92M Buy
+15,966
New +$4.67M 0.3% 52
2019
Q4 		$5.27M Sell
16,385
-2,087
-11% -$643K 0.42% 37
2019
Q3 		$5.48M Buy
18,472
+4,521
+32% +$1.34M 0.48% 34
2019
Q2 		$4.09M Buy
+13,951
New +$4.02M 0.41% 38
2015
Q3 		– Sell
-3,973
Closed -$818K – 152
2015
Q2 		$818K Buy
+3,973
New +$835K 0.16% 77

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPY Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q2 2026, selling an estimated $496K and leaving 24,402 shares worth $18.2M. The position accounts for 0.24% of the portfolio, ranked #50.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPY in Q2 2015 and has held it in 29 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 24,402 shares of State Street SPDR S&P 500 ETF Trust worth $18.2M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 684 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $496K.
  • State Street SPDR S&P 500 ETF Trust made up 0.24% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2015 and has held it in 29 quarters since.
  • 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.