Clune & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clune & Associates’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 Q3	$14M	Sell	18,309 -611	-3%	-$464K	2.13%	17
2026 Q2	$14.1M	Sell	18,920 -3,117	-14%	-$2.26M	2.14%	16
2026 Q1	$14.3M	Sell	22,037 -1,991	-8%	-$1.35M	2.7%	10
2025 Q4	$16.4M	Buy	24,028 +671	+3%	+$454K	3.54%	5
2025 Q3	$15.6M	Buy	23,357 +618	+3%	+$396K	3.89%	4
2025 Q2	$14M	Buy	22,739 +319	+1%	+$182K	3.85%	4
2025 Q1	$12.5M	Buy	22,420 +1,046	+5%	+$615K	3.85%	4
2024 Q4	$12.5M	Buy	+21,374	New	+$12.6M	4.16%	3

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Clune & Associates's SPY Position: Q3 2026 in Review

Clune & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q3 2026, selling an estimated $464K and leaving 18,309 shares worth $14M. The position accounts for 2.13% of the portfolio, ranked #17.

Clune & Associates first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.4M in Q4 2025. 1,079 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Clune & Associates held 18,309 shares of State Street SPDR S&P 500 ETF Trust worth $14M as of Q3 2026.
Clune & Associates sold 611 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $464K.
State Street SPDR S&P 500 ETF Trust made up 2.13% of Clune & Associates's portfolio in Q3 2026, its #17 holding.
Clune & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $16.4M in Q4 2025.
1,079 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.