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

Clean Yield 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 Q1	$1.56M	Sell	2,403 -555	-19%	-$377K	0.44%	62
2025 Q4	$2.02M	Hold	2,958	–	–	0.56%	56
2025 Q3	$1.97M	Buy	2,958 +5	+0.2%	+$3.21K	0.56%	55
2025 Q2	$1.82M	Hold	2,953	–	–	0.55%	52
2025 Q1	$1.65M	Hold	2,953	–	–	0.54%	54
2024 Q4	$1.73M	Sell	2,953 -108	-4%	-$63.6K	0.55%	54
2024 Q3	$1.76M	Hold	3,061	–	–	0.56%	53
2024 Q2	$1.67M	Buy	3,061 +781	+34%	+$409K	0.62%	45
2024 Q1	$1.19M	Sell	2,280 -20	-0.9%	-$9.96K	0.46%	55
2023 Q4	$1.09M	Hold	2,300	–	–	0.46%	52
2023 Q3	$1M	Buy	2,300 +500	+28%	+$222K	0.44%	53
2023 Q2	$798K	Hold	1,800	–	–	0.33%	58
2023 Q1	$737K	Sell	1,800 -100	-5%	-$39.9K	0.31%	64
2022 Q4	$727K	Buy	1,900 +100	+6%	+$38.4K	0.31%	70
2022 Q3	$643K	Hold	1,800	–	–	0.3%	68
2022 Q2	$679K	Hold	1,800	–	–	0.28%	71
2022 Q1	$813K	Hold	1,800	–	–	0.29%	73
2021 Q4	$855K	Hold	1,800	–	–	0.27%	73
2021 Q3	$772K	Hold	1,800	–	–	0.25%	71
2021 Q2	$771K	Hold	1,800	–	–	0.26%	70
2021 Q1	$713K	Hold	1,800	–	–	0.27%	71
2020 Q4	$673K	Sell	1,800 -100	-5%	-$35.5K	0.24%	67
2020 Q3	$636K	Buy	1,900 +6	+0.3%	+$1.99K	0.26%	64
2020 Q2	$584K	Hold	1,894	–	–	0.25%	67
2020 Q1	$488K	Buy	1,894 +150	+9%	+$45.8K	0.23%	72
2019 Q4	$561K	Sell	1,744 -32	-2%	-$9.85K	0.18%	84
2019 Q3	$527K	Hold	1,776	–	–	0.17%	83
2019 Q2	$520K	Sell	1,776 -125	-7%	-$36K	0.19%	80
2019 Q1	$537K	Sell	1,901 -274	-13%	-$74.4K	0.22%	77
2018 Q4	$544K	Hold	2,175	–	–	0.24%	80
2018 Q3	$632K	Hold	2,175	–	–	0.25%	80
2018 Q2	$590K	Hold	2,175	–	–	0.24%	82
2018 Q1	$572K	Sell	2,175 -400	-16%	-$109K	0.24%	84
2017 Q4	$687K	Buy	2,575 +81	+3%	+$21.1K	0.27%	77
2017 Q3	$627K	Sell	2,494 -50	-2%	-$12.3K	0.26%	83
2017 Q2	$625K	Hold	2,544	–	–	0.26%	84
2017 Q1	$600K	Hold	2,544	–	–	0.25%	86
2016 Q4	$569K	Sell	2,544 -93	-4%	-$20.3K	0.26%	83
2016 Q3	$570K	Hold	2,637	–	–	0.25%	81
2016 Q2	$552K	Buy	2,637 +93	+4%	+$19.3K	0.24%	82
2016 Q1	$529K	Hold	2,544	–	–	0.24%	81
2015 Q4	$484K	Hold	2,544	–	–	0.24%	85
2015 Q3	$532K	Hold	2,544	–	–	0.25%	83
2015 Q2	$524K	Hold	2,544	–	–	0.24%	89
2015 Q1	$525K	Hold	2,544	–	–	0.23%	85
2014 Q4	$523K	Hold	2,544	–	–	0.23%	83
2014 Q3	$501K	Hold	2,544	–	–	0.24%	85
2014 Q2	$498K	Hold	2,544	–	–	0.25%	86
2014 Q1	$476K	Hold	2,544	–	–	0.25%	89
2013 Q4	$470K	Hold	2,544	–	–	0.25%	86
2013 Q3	$427K	Hold	2,544	–	–	0.23%	89
2013 Q2	$408K	Buy	+2,544	New	+$410K	0.23%	86

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clean Yield Group's SPY Position: Q1 2026 in Review

Clean Yield Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q1 2026, selling an estimated $377K and leaving 2,403 shares worth $1.56M. The position accounts for 0.44% of the portfolio, ranked #62.

Clean Yield Group first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.02M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Clean Yield Group held 2,403 shares of State Street SPDR S&P 500 ETF Trust worth $1.56M as of Q1 2026.
Clean Yield Group sold 555 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $377K.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Clean Yield Group's portfolio in Q1 2026, its #62 holding.
Clean Yield Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.02M in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.