Clarkston Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clarkston Capital Partners’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 Q1	–	Sell	-10,628	Closed	-$7.25M	–	169
2025 Q4	$7.25M	Buy	10,628 +4,903	+86%	+$3.31M	0.17%	80
2025 Q3	$3.81M	Buy	5,725 +1,400	+32%	+$897K	0.08%	79
2025 Q2	$2.67M	Buy	4,325 +185	+4%	+$106K	0.06%	79
2025 Q1	$2.32M	Buy	4,140 +794	+24%	+$467K	0.05%	79
2024 Q4	$1.96M	Sell	3,346 -51	-2%	-$30K	0.04%	80
2024 Q3	$1.95M	Sell	3,397 -1,090	-24%	-$603K	0.04%	79
2024 Q2	$2.44M	Buy	4,487 +25	+0.6%	+$13.1K	0.05%	70
2024 Q1	$2.33M	Buy	4,462 +93	+2%	+$46.3K	0.04%	71
2023 Q4	$2.08M	Buy	4,369 +102	+2%	+$45.4K	0.04%	70
2023 Q3	$1.82M	Hold	4,267	–	–	0.04%	72
2023 Q2	$1.89M	Hold	4,267	–	–	0.03%	72
2023 Q1	$1.75M	Buy	4,267 +227	+6%	+$90.6K	0.03%	73
2022 Q4	$1.55M	Sell	4,040 -2,999	-43%	-$1.15M	0.03%	80
2022 Q3	$2.51M	Buy	7,039 +3,663	+109%	+$1.45M	0.05%	62
2022 Q2	$1.27M	Buy	3,376 +178	+6%	+$72.9K	0.02%	88
2022 Q1	$1.44M	Buy	3,198 +71	+2%	+$31.6K	0.02%	87
2021 Q4	$1.49M	Buy	3,127 +540	+21%	+$248K	0.03%	76
2021 Q3	$1.11M	Buy	2,587 +65	+3%	+$28.7K	0.02%	78
2021 Q2	$1.08M	Hold	2,522	–	–	0.02%	78
2021 Q1	$1M	Buy	2,522 +6	+0.2%	+$2.31K	0.02%	78
2020 Q4	$940K	Buy	2,516 +30	+1%	+$10.6K	0.02%	65
2020 Q3	$833K	Buy	2,486 +1,004	+68%	+$333K	0.02%	61
2020 Q2	$457K	Sell	1,482 -302	-17%	-$88.4K	0.01%	76
2020 Q1	$460K	Buy	+1,784	New	+$544K	0.01%	74

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarkston Capital Partners's SPY Position: Q1 2026 in Review

Clarkston Capital Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 10,628 shares — an estimated $7.25M sold.

Clarkston Capital Partners first reported a position in SPY in Q1 2020 and held it in 24 quarters. The position peaked at $7.25M in Q4 2025. 4,580 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Clarkston Capital Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 10,628 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.25M.
Clarkston Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 24 quarters.
Clarkston Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $7.25M in Q4 2025.
4,580 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.