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

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.