Clean Yield Group
SPY icon

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
2024
Q4 		– Sell
-1,800
Closed -$1.03M – 477
2024
Q3 		$1.03M Hold
1,800
– – 0.33% 66
2024
Q2 		$980 Hold
1,800
– – ﹤0.01% 352
2024
Q1 		$942 Sell
1,800
-8,500
-83% -$4.23M ﹤0.01% 368
2023
Q4 		$4.9K Buy
10,300
+1,800
+21% +$802K ﹤0.01% 339
2023
Q3 		$3.71K Buy
8,500
+2,500
+42% +$1.11M ﹤0.01% 348
2023
Q2 		$2.66K Sell
6,000
-12,500
-68% -$5.25M ﹤0.01% 369
2023
Q1 		$7.57K Buy
18,500
+13,000
+236% +$5.19M ﹤0.01% 346
2022
Q4 		$2.1K Sell
5,500
-800
-13% -$307K ﹤0.01% 407
2022
Q3 		$2.25M Buy
6,300
+2,000
+47% +$794K 1.04% 31
2022
Q2 		$1.62M Sell
4,300
-2,900
-40% -$1.19M 0.67% 45
2022
Q1 		$3.25M Sell
7,200
-18,800
-72% -$8.37M 1.15% 31
2021
Q4 		$12.3M Sell
26,000
-26,100
-50% -$12M 3.95% 2
2021
Q3 		$22.4M Sell
52,100
-6,000
-10% -$2.65M 7.33% 1
2021
Q2 		$24.9M Sell
58,100
-1,900
-3% -$793K 8.45% 1
2021
Q1 		$23.8M Sell
60,000
-51,100
-46% -$19.7M 8.94% 1
2020
Q4 		$41.5M Sell
111,100
-22,500
-17% -$7.98M 14.93% 1
2020
Q3 		$44.7M Buy
133,600
+3,400
+3% +$1.13M 18.14% 1
2020
Q2 		$40.1M Buy
130,200
+7,500
+6% +$2.2M 17.35% 1
2020
Q1 		$31.6M Sell
122,700
-55,600
-31% -$17M 15.02% 1
2019
Q4 		$57.4M Buy
178,300
+4,800
+3% +$1.48M 17.99% 1
2019
Q3 		$51.5M Buy
173,500
+60,300
+53% +$17.8M 16.98% 1
2019
Q2 		$33.2M Buy
+113,200
New +$32.6M 11.99% 1

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Clean Yield Group's SPY Position: Q3 2026 in Review

Clean Yield Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 2,393 shares worth $1.82M. The position accounts for 0.44% of the portfolio, ranked #64.

Clean Yield Group first reported a position in SPY in Q2 2013 and has held it in 54 quarters since. The position peaked at $2.02M in Q4 2025. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Clean Yield Group held 2,393 shares of State Street SPDR S&P 500 ETF Trust worth $1.82M as of Q3 2026.
  • Clean Yield Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.44% of Clean Yield Group's portfolio in Q3 2026, its #64 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 54 quarters since.
  • Clean Yield Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.02M in Q4 2025.
  • 2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.