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 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 $1.56T 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

Clifford Group's SPY Position: Q1 2026 in Review

Clifford Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2026, buying an estimated $4.08K and bringing the position to 389 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #63.

Clifford Group first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $468K in Q4 2024. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Clifford Group held 389 shares of State Street SPDR S&P 500 ETF Trust worth $253K as of Q1 2026.
Clifford Group bought 6 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Clifford Group's portfolio in Q1 2026, its #63 holding.
Clifford Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
Clifford Group's State Street SPDR S&P 500 ETF Trust position peaked at $468K in Q4 2024.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.