Clarity Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clarity Financial’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	$2.02M	Sell	2,710 -300	-10%	-$218K	0.17%	44
2026 Q1	$1.96M	Buy	3,010 +282	+10%	+$192K	0.21%	41
2025 Q4	$1.86M	Buy	2,728 +24	+0.9%	+$16.2K	0.17%	44
2025 Q3	$1.8M	Sell	2,704 -16	-0.6%	-$10.3K	0.18%	43
2025 Q2	$1.68M	Buy	2,720 +67	+3%	+$38.3K	0.18%	49
2025 Q1	$1.48M	Sell	2,653 -6,718	-72%	-$3.95M	0.17%	48
2024 Q4	$5.49M	Sell	9,371 -1,048	-10%	-$617K	0.66%	38
2024 Q3	$5.98M	Buy	10,419 +621	+6%	+$343K	0.69%	40
2024 Q2	$5.33M	Buy	9,798 +106	+1%	+$55.5K	0.79%	35
2024 Q1	$5.07M	Sell	9,692 -617	-6%	-$307K	0.77%	35
2023 Q4	$4.9M	Buy	10,309 +1,768	+21%	+$788K	0.85%	33
2023 Q3	$3.65M	Buy	8,541 +233	+3%	+$104K	0.61%	40
2023 Q2	$3.68M	Buy	+8,308	New	+$3.49M	0.52%	43
2023 Q1	–	Sell	-9,827	Closed	-$3.76M	–	83
2022 Q4	$3.76M	Buy	9,827 +3,737	+61%	+$1.44M	0.73%	27
2022 Q3	$2.17M	Sell	6,090 -1,515	-20%	-$602K	0.51%	36
2022 Q2	$2.87M	Buy	7,605 +5,427	+249%	+$2.22M	0.62%	39
2022 Q1	$984K	Sell	2,178 -85,421	-98%	-$38M	0.2%	49
2021 Q4	$41.6M	Buy	87,599 +84,564	+2,786%	+$38.8M	6.5%	3
2021 Q3	$1.3M	Sell	3,035 -3,283	-52%	-$1.45M	0.21%	61
2021 Q2	$2.71M	Buy	6,318 +207	+3%	+$86.4K	0.52%	47
2021 Q1	$2.42M	Sell	6,111 -108,669	-95%	-$41.9M	0.49%	50
2020 Q4	$42.9M	Buy	+114,780	New	+$40.7M	10.26%	2

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Clarity Financial's SPY Position: Q2 2026 in Review

Clarity Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, selling an estimated $218K and leaving 2,710 shares worth $2.02M. The position accounts for 0.17% of the portfolio, ranked #44.

Clarity Financial first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $42.9M in Q4 2020. 2,548 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Clarity Financial held 2,710 shares of State Street SPDR S&P 500 ETF Trust worth $2.02M as of Q2 2026.
Clarity Financial sold 300 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $218K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Clarity Financial's portfolio in Q2 2026, its #44 holding.
Clarity Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Clarity Financial's State Street SPDR S&P 500 ETF Trust position peaked at $42.9M in Q4 2020.
2,548 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.