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

Clearwater Capital 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
2021 Q1	–	Sell	-600	Closed	-$224K	–	167
2020 Q4	$224K	Buy	+600	New	+$213K	0.03%	144
2020 Q1	–	Sell	-1,000	Closed	-$322K	–	160
2019 Q4	$322K	Buy	+1,000	New	+$308K	0.05%	155

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

Clearwater Capital Advisors's SPY Position: Q1 2026 in Review

Clearwater Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, buying an estimated $27.2K and bringing the position to 2,743 shares worth $1.78M. The position accounts for 0.14% of the portfolio, ranked #54.

Clearwater Capital Advisors first reported a position in SPY in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.84M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Clearwater Capital Advisors held 2,743 shares of State Street SPDR S&P 500 ETF Trust worth $1.78M as of Q1 2026.
Clearwater Capital Advisors bought 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Clearwater Capital Advisors's portfolio in Q1 2026, its #54 holding.
Clearwater Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 40 quarters since.
Clearwater Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.84M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.