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

Climber Capital’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	$4.4M	Buy	5,900 +550	+10%	+$399K	2.69%	14
2026 Q1	$3.48M	Sell	5,350 -550	-9%	-$374K	2.28%	20
2025 Q4	$4.02M	Buy	+5,900	New	+$3.99M	2.62%	14
2025 Q2	$4.74M	Sell	7,708 -27	-0.3%	-$15.4K	3.04%	11
2025 Q1	$3.67M	Hold	7,735	–	–	2.89%	12
2024 Q4	$4.53M	Buy	+7,735	New	+$4.56M	3.73%	8

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Climber Capital's SPY Position: Q2 2026 in Review

Climber Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, buying an estimated $399K and bringing the position to 5,900 shares worth $4.4M. The position accounts for 2.69% of the portfolio, ranked #14.

Climber Capital first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.74M in Q2 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Climber Capital held 5,900 shares of State Street SPDR S&P 500 ETF Trust worth $4.4M as of Q2 2026.
Climber Capital bought 550 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $399K.
State Street SPDR S&P 500 ETF Trust made up 2.69% of Climber Capital's portfolio in Q2 2026, its #14 holding.
Climber Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Climber Capital's State Street SPDR S&P 500 ETF Trust position peaked at $4.74M in Q2 2025.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.