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	$7.39M	Buy	+9,900	New	+$7.18M	0.63%	37
2025 Q4	–	Sell	-4,800	Closed	-$1.54K	–	126
2025 Q3	$1.54K	Buy	+4,800	New	+$3.08M	﹤0.01%	119
2024 Q4	–	Sell	-1,900	Closed	-$1.09M	–	157
2024 Q3	$1.09M	Sell	1,900 -800	-30%	-$442K	0.13%	65
2024 Q2	$1.47M	Sell	2,700 -2,100	-44%	-$1.1M	0.22%	48
2024 Q1	$2.51M	Buy	+4,800	New	+$2.39M	0.38%	42
2023 Q4	–	Sell	-4,400	Closed	-$1.88M	–	125
2023 Q3	$1.88M	Hold	4,400	–	–	0.32%	44
2023 Q2	$19.6M	Buy	+4,400	New	+$1.85M	2.79%	7
2022 Q4	–	Sell	-1,500	Closed	-$536K	–	105
2022 Q3	$536K	Buy	+1,500	New	+$596K	0.13%	56
2022 Q2	–	Sell	-300	Closed	-$135K	–	100
2022 Q1	$135K	Sell	300 -19,700	-99%	-$8.77M	0.03%	89
2021 Q4	$9.5M	Sell	20,000 -1,300	-6%	-$597K	1.48%	21
2021 Q3	$79.4M	Buy	+21,300	New	+$9.4M	12.91%	1

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.