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

Clayton Financial Group’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 		– Sell
-224
Closed -$146K – 491
2026
Q1 		$146K Sell
224
-8
-3% -$5.44K 0.07% 88
2025
Q4 		$158K Buy
232
+1
+0.4% +$676 0.08% 84
2025
Q3 		$154K Buy
+231
New +$148K 0.11% 59
2025
Q2 		– Sell
-4,297
Closed -$2.4M – 103
2025
Q1 		$2.4M Sell
4,297
-82
-2% -$48.2K 0.88% 26
2024
Q4 		$2.57M Sell
4,379
-150
-3% -$88.4K 0.92% 27
2024
Q3 		$2.6M Buy
4,529
+83
+2% +$45.9K 0.97% 25
2024
Q2 		$2.33M Buy
4,446
+36
+0.8% +$18.8K 1.01% 24
2024
Q1 		$2.31M Buy
+4,410
New +$2.2M 1.05% 23

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Clayton Financial Group's SPY Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 224 shares — an estimated $146K sold.

Clayton Financial Group first reported a position in SPY in Q1 2024 and held it in 8 quarters. The position peaked at $2.6M in Q3 2024. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 224 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $146K.
  • Clayton Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.6M in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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