Claro Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Claro Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	–	-$1.17M	–	548
2024 Q4	–	Hold	–	–	–	116
2024 Q3	–	Hold	–	–	–	111
2024 Q2	–	Hold	–	–	–	94
2024 Q1	–	Hold	–	–	–	90
2023 Q4	–	Hold	–	–	–	108

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Claro Advisors's SPY Position: Q2 2026 in Review

Claro Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, selling an estimated $265K and leaving 21,062 shares worth $15.7M. The position accounts for 1.65% of the portfolio, ranked #12.

Claro Advisors first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.4M in Q1 2024. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Claro Advisors held 21,062 shares of State Street SPDR S&P 500 ETF Trust worth $15.7M as of Q2 2026.
Claro Advisors sold 365 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $265K.
State Street SPDR S&P 500 ETF Trust made up 1.65% of Claro Advisors's portfolio in Q2 2026, its #12 holding.
Claro Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Claro Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $26.4M in Q1 2024.
4,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.