Clay Northam Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$322K Buy
431
+8
+2% +$5.8K 0.16% 77
2026
Q1
$275K Sell
423
-29
-6% -$19.7K 0.15% 79
2025
Q4
$308K Buy
452
+1
+0.2% +$676 0.17% 73
2025
Q3
$300K Hold
451
0.17% 74
2025
Q2
$279K Sell
451
-17
-4% -$9.72K 0.18% 68
2025
Q1
$262K Sell
468
-18
-4% -$10.6K 0.18% 67
2024
Q4
$285K Buy
486
+8
+2% +$4.71K 0.18% 64
2024
Q3
$274K Buy
478
+31
+7% +$17.1K 0.19% 66
2024
Q2
$243K Buy
447
+11
+3% +$5.76K 0.18% 68
2024
Q1
$228K Buy
436
+6
+1% +$2.99K 0.18% 77
2023
Q4
$204K Buy
+430
New +$192K 0.18% 77

Other funds holding SPY

Clay Northam Wealth Management's SPY Position: Q2 2026 in Review

Clay Northam Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q2 2026, buying an estimated $5.8K and bringing the position to 431 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #77.

Clay Northam Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Clay Northam Wealth Management held 431 shares of State Street SPDR S&P 500 ETF Trust worth $322K as of Q2 2026.
  • Clay Northam Wealth Management bought 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.16% of Clay Northam Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Clay Northam Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.