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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.88M Sell
10,547
-1,445
-12% -$1.05M 2.69% 11
2026
Q1
$7.8M Sell
11,992
-309
-3% -$210K 2.91% 10
2025
Q4
$8.39M Sell
12,301
-141
-1% -$95.3K 3.15% 9
2025
Q3
$8.29M Sell
12,442
-1,549
-11% -$993K 3.21% 8
2025
Q2
$8.64M Hold
13,991
3.7% 6
2025
Q1
$7.83M Buy
13,991
+128
+0.9% +$75.2K 3.65% 7
2024
Q4
$8.13M Sell
13,863
-165
-1% -$97.2K 3.93% 6
2024
Q3
$8.05M Buy
14,028
+244
+2% +$135K 3.97% 5
2024
Q2
$7.5M Sell
13,784
-80
-0.6% -$41.9K 4.18% 1
2024
Q1
$7.25M Sell
13,864
-111
-0.8% -$55.3K 4.2% 4
2023
Q4
$6.64M Sell
13,975
-230
-2% -$102K 4.36% 5
2023
Q3
$6.07M Sell
14,205
-92
-0.6% -$40.9K 4.6% 5
2023
Q2
$6.34M Sell
14,297
-34
-0.2% -$14.3K 4.68% 3
2023
Q1
$5.87M Sell
14,331
-259
-2% -$103K 4.55% 4
2022
Q4
$5.56M Sell
14,590
-620
-4% -$238K 4.63% 4
2022
Q3
$5.43M Sell
15,210
-120
-0.8% -$47.7K 4.7% 5
2022
Q2
$5.78M Sell
15,330
-112
-0.7% -$45.9K 4.69% 4
2022
Q1
$6.98M Sell
15,442
-576
-4% -$256K 5.01% 1
2021
Q4
$7.63M Sell
16,018
-831
-5% -$381K 5.12% 1
2021
Q3
$7.23M Sell
16,849
-480
-3% -$212K 5.11% 1
2021
Q2
$7.42M Sell
17,329
-564
-3% -$235K 4.99% 1
2021
Q1
$7.09M Sell
17,893
-610
-3% -$235K 5.07% 2
2020
Q4
$6.91M Sell
18,503
-163
-0.9% -$57.8K 5.03% 1
2020
Q3
$6.27M Sell
18,666
-516
-3% -$171K 5.18% 1
2020
Q2
$5.89M Sell
19,182
-1,551
-7% -$454K 5.13% 1
2020
Q1
$5.34M Sell
20,733
-1,231
-6% -$375K 4.95% 2
2019
Q4
$7.07M Sell
21,964
-425
-2% -$131K 5.04% 1
2019
Q3
$6.64M Sell
22,389
-78
-0.3% -$23K 4.98% 1
2019
Q2
$6.58M Sell
22,467
-513
-2% -$148K 4.89% 1
2019
Q1
$6.49M Hold
22,980
4.88% 1
2018
Q4
$5.74M Sell
22,980
-279
-1% -$75.2K 4.8% 3
2018
Q3
$6.76M Sell
23,259
-38
-0.2% -$10.8K 4.86% 4
2018
Q2
$6.32M Buy
23,297
+22
+0.1% +$5.94K 4.28% 6
2018
Q1
$6.13M Sell
23,275
-410
-2% -$112K 4.11% 6
2017
Q4
$6.32M Sell
23,685
-624
-3% -$162K 4.42% 6
2017
Q3
$6.11M Sell
24,309
-412
-2% -$102K 4.57% 4
2017
Q2
$5.98M Sell
24,721
-1,284
-5% -$308K 4.71% 3
2017
Q1
$6.13M Sell
26,005
-664
-2% -$154K 5.15% 2
2016
Q4
$5.96M Sell
26,669
-781
-3% -$171K 5.4% 3
2016
Q3
$5.94M Sell
27,450
-508
-2% -$110K 5.47% 2
2016
Q2
$5.86M Sell
27,958
-184
-0.7% -$38.2K 5.65% 3
2016
Q1
$5.78M Sell
28,142
-531
-2% -$104K 5.8% 2
2015
Q4
$5.85M Buy
+28,673
New +$5.89M 6.35% 2

Other funds holding SPY

Colorado Capital Management's SPY Position: Q2 2026 in Review

Colorado Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, selling an estimated $1.05M and leaving 10,547 shares worth $7.88M. The position accounts for 2.69% of the portfolio, ranked #11.

Colorado Capital Management first reported a position in SPY in Q4 2015 and has held it in 43 quarters since. The position peaked at $8.64M in Q2 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Colorado Capital Management held 10,547 shares of State Street SPDR S&P 500 ETF Trust worth $7.88M as of Q2 2026.
  • Colorado Capital Management sold 1,445 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.05M.
  • State Street SPDR S&P 500 ETF Trust made up 2.69% of Colorado Capital Management's portfolio in Q2 2026, its #11 holding.
  • Colorado Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 43 quarters since.
  • Colorado Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $8.64M in Q2 2025.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.