Clear Investment Research’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clear Investment Research’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	$347K	Hold	465	–	–	0.54%	45
2026 Q1	$302K	Hold	465	–	–	0.47%	45
2025 Q4	$317K	Hold	465	–	–	0.53%	46
2025 Q3	$310K	Sell	465 -28	-6%	-$17.9K	0.42%	50
2025 Q2	$305K	Hold	493	–	–	0.38%	47
2025 Q1	$276K	Hold	493	–	–	0.37%	48
2024 Q4	$289K	Hold	493	–	–	0.37%	47
2024 Q3	$283K	Buy	493 +30	+6%	+$16.6K	0.37%	47
2024 Q2	$252K	Buy	463 +126	+37%	+$65.9K	0.33%	45
2024 Q1	$176K	Hold	337	–	–	0.24%	56
2023 Q4	$160K	Hold	337	–	–	0.23%	59
2023 Q3	$144K	Buy	337 +87	+35%	+$38.7K	0.25%	54
2023 Q2	$111K	Buy	250 +183	+273%	+$76.8K	0.19%	64
2023 Q1	$27.4K	Buy	67 +37	+123%	+$14.8K	0.05%	103
2022 Q4	$11K	Hold	30	–	–	0.02%	120
2022 Q3	$11K	Buy	+30	New	+$11.9K	0.02%	119

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clear Investment Research's SPY Position: Q2 2026 in Review

Clear Investment Research held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 465 shares worth $347K. The position accounts for 0.54% of the portfolio, ranked #45.

Clear Investment Research first reported a position in SPY in Q3 2022 and has held it in 16 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Clear Investment Research held 465 shares of State Street SPDR S&P 500 ETF Trust worth $347K as of Q2 2026.
Clear Investment Research left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Clear Investment Research's portfolio in Q2 2026, its #45 holding.
Clear Investment Research first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 16 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.