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

Clear Point Advisors’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	$5.17M	Buy	+6,923	New	+$5.02M	4.58%	3
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

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 Point Advisors's SPY Position: Q2 2026 in Review

Clear Point Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 6,923 shares worth $5.17M. The stake represents 4.58% of the portfolio and ranks #3 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in SPY as recently as Q4 2025.

Clear Point Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Clear Point Advisors held 6,923 shares of State Street SPDR S&P 500 ETF Trust worth $5.17M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Clear Point Advisors position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 4.58% of Clear Point Advisors's portfolio in Q2 2026, its #3 holding.
Clear Point Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.