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 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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Clune & Associates's SPY Position: Q2 2026 in Review

Clune & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, selling an estimated $2.26M and leaving 18,920 shares worth $14.1M. The position accounts for 2.14% of the portfolio, ranked #16.

Clune & Associates first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.4M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Clune & Associates held 18,920 shares of State Street SPDR S&P 500 ETF Trust worth $14.1M as of Q2 2026.
Clune & Associates sold 3,117 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.26M.
State Street SPDR S&P 500 ETF Trust made up 2.14% of Clune & Associates's portfolio in Q2 2026, its #16 holding.
Clune & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $16.4M in Q4 2025.
1,181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.