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 $1.81T 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

Clearwater Capital Advisors's SPY Position: Q2 2026 in Review

Clearwater Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q2 2026, buying an estimated $64.5K and bringing the position to 2,832 shares worth $2.12M. The position accounts for 0.16% of the portfolio, ranked #49.

Clearwater Capital Advisors first reported a position in SPY in Q2 2016 and has held it in 41 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Clearwater Capital Advisors held 2,832 shares of State Street SPDR S&P 500 ETF Trust worth $2.12M as of Q2 2026.
Clearwater Capital Advisors bought 89 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $64.5K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Clearwater Capital Advisors's portfolio in Q2 2026, its #49 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 41 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.