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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-7,071
Closed -$4.82M 133
2025
Q4
$4.82M Buy
7,071
+233
+3% +$157K 3.74% 3
2025
Q3
$4.56M Sell
6,838
-55
-0.8% -$35.3K 3.54% 5
2025
Q2
$4.26M Buy
6,893
+67
+1% +$38.3K 3.59% 5
2025
Q1
$3.82M Buy
6,826
+1
+0% +$588 3.43% 6
2024
Q4
$4M Sell
6,825
-6
-0.1% -$3.54K 3.42% 5
2024
Q3
$3.92M Buy
6,831
+11
+0.2% +$6.08K 3.03% 5
2024
Q2
$3.71M Buy
6,820
+189
+3% +$98.9K 3.05% 6
2024
Q1
$3.47M Sell
6,631
-22
-0.3% -$11K 2.85% 6
2023
Q4
$3.16M Buy
+6,653
New +$2.96M 2.79% 8

Other funds holding SPY

Clear Point Advisors's SPY Position: Q1 2026 in Review

Clear Point Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 7,071 shares — an estimated $4.82M sold.

Clear Point Advisors first reported a position in SPY in Q4 2023 and held it in 9 quarters. The position peaked at $4.82M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Clear Point Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 7,071 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.82M.
  • Clear Point Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 9 quarters.
  • Clear Point Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.82M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.