Clear Creek Financial Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clear Creek Financial Management’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	$7.62M	Sell	10,202 -629	-6%	-$456K	0.49%	47
2026 Q1	$7.05M	Buy	10,831 +387	+4%	+$263K	0.54%	42
2025 Q4	$7.13M	Sell	10,444 -6,071	-37%	-$4.1M	0.58%	35
2025 Q3	$11M	Buy	16,515 +2,626	+19%	+$1.68M	0.95%	17
2025 Q2	$8.58M	Buy	13,889 +2,191	+19%	+$1.25M	0.82%	20
2025 Q1	$6.55M	Sell	11,698 -2,115	-15%	-$1.24M	0.68%	29
2024 Q4	$8.1M	Buy	13,813 +920	+7%	+$542K	0.88%	29
2024 Q3	$7.4M	Buy	12,893 +227	+2%	+$126K	0.84%	29
2024 Q2	$6.9M	Sell	12,666 -55	-0.4%	-$28.8K	0.84%	27
2024 Q1	$6.66M	Buy	12,721 +1,157	+10%	+$576K	0.85%	27
2023 Q4	$5.49M	Sell	11,564 -1	-0%	-$445	0.87%	23
2023 Q3	$4.95M	Sell	11,565 -236	-2%	-$105K	0.87%	22
2023 Q2	$5.23M	Sell	11,801 -354	-3%	-$149K	0.91%	27
2023 Q1	$4.98M	Sell	12,155 -1,339	-10%	-$534K	0.95%	21
2022 Q4	$5.16M	Sell	13,494 -2,666	-16%	-$1.02M	1.13%	22
2022 Q3	$5.78M	Sell	16,160 -750	-4%	-$298K	1.27%	16
2022 Q2	$6.38M	Sell	16,910 -13,240	-44%	-$5.42M	1.34%	18
2022 Q1	$13.6M	Sell	30,150 -2,652	-8%	-$1.18M	2.13%	8
2021 Q4	$15.5M	Buy	32,802 +15,357	+88%	+$7.05M	2.33%	6
2021 Q3	$7.39M	Buy	17,445 +2,180	+14%	+$962K	1.19%	16
2021 Q2	$6.44M	Buy	+15,265	New	+$6.37M	1%	27
2021 Q1	–	Sell	-17,220	Closed	-$6.38M	–	231
2020 Q4	$6.38M	Buy	+17,220	New	+$6.11M	1.23%	22
2020 Q3	–	Sell	-27,290	Closed	-$8.42M	–	243
2020 Q2	$8.42M	Buy	27,290 +8,161	+43%	+$2.39M	2.18%	10
2020 Q1	$5.39M	Buy	19,129 +16,398	+600%	+$5M	2.05%	13
2019 Q4	$896K	Buy	2,731 +515	+23%	+$159K	0.35%	42
2019 Q3	$686K	Buy	+2,216	New	+$655K	0.33%	42

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Clear Creek Financial Management's SPY Position: Q2 2026 in Review

Clear Creek Financial Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q2 2026, selling an estimated $456K and leaving 10,202 shares worth $7.62M. The position accounts for 0.49% of the portfolio, ranked #47.

Clear Creek Financial Management first reported a position in SPY in Q3 2019 and has held it in 26 quarters since. The position peaked at $15.5M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Clear Creek Financial Management held 10,202 shares of State Street SPDR S&P 500 ETF Trust worth $7.62M as of Q2 2026.
Clear Creek Financial Management sold 629 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $456K.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Clear Creek Financial Management's portfolio in Q2 2026, its #47 holding.
Clear Creek Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 26 quarters since.
Clear Creek Financial Management's State Street SPDR S&P 500 ETF Trust position peaked at $15.5M in Q4 2021.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.