Clifford Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clifford Group’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	$249K	Sell	333 -56	-14%	-$40.6K	0.17%	73
2026 Q1	$253K	Buy	389 +6	+2%	+$4.08K	0.19%	63
2025 Q4	$261K	Sell	383 -38	-9%	-$25.7K	0.2%	65
2025 Q3	$280K	Sell	421 -28	-6%	-$17.9K	0.22%	63
2025 Q2	$277K	Sell	449 -227	-34%	-$130K	0.23%	63
2025 Q1	$378K	Sell	676 -123	-15%	-$72.3K	0.35%	46
2024 Q4	$468K	Buy	799 +44	+6%	+$25.9K	0.36%	43
2024 Q3	$433K	Buy	755 +232	+44%	+$128K	0.34%	48
2024 Q2	$285K	Buy	523 +11	+2%	+$5.76K	0.23%	63
2024 Q1	$268K	Sell	512 -1	-0.2%	-$498	0.22%	65
2023 Q4	$244K	Sell	513 -8	-2%	-$3.56K	0.23%	66
2023 Q3	$223K	Buy	521 +31	+6%	+$13.8K	0.24%	67
2023 Q2	$217K	Buy	+490	New	+$206K	0.23%	70

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

Clifford Group's SPY Position: Q2 2026 in Review

Clifford Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, selling an estimated $40.6K and leaving 333 shares worth $249K. The position accounts for 0.17% of the portfolio, ranked #73.

Clifford Group first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. The position peaked at $468K in Q4 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Clifford Group held 333 shares of State Street SPDR S&P 500 ETF Trust worth $249K as of Q2 2026.
Clifford Group sold 56 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $40.6K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Clifford Group's portfolio in Q2 2026, its #73 holding.
Clifford Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
Clifford Group's State Street SPDR S&P 500 ETF Trust position peaked at $468K in Q4 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.