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

Congress Park 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	$572K	Sell	767 -340	-31%	-$247K	0.15%	86
2026 Q1	$720K	Sell	1,107 -330	-23%	-$224K	0.22%	72
2025 Q4	$980K	Sell	1,437 -165	-10%	-$112K	0.29%	62
2025 Q3	$1.07M	Sell	1,602 -425	-21%	-$272K	0.33%	56
2025 Q2	$1.25M	Sell	2,027 -38	-2%	-$21.7K	0.41%	48
2025 Q1	$1.16M	Sell	2,065 -800	-28%	-$470K	0.44%	47
2024 Q4	$1.68M	Sell	2,865 -163	-5%	-$96K	0.61%	41
2024 Q3	$1.74M	Sell	3,028 -75	-2%	-$41.5K	0.64%	41
2024 Q2	$1.69M	Sell	3,103 -175	-5%	-$91.6K	0.68%	44
2024 Q1	$1.71M	Sell	3,278 -450	-12%	-$224K	0.76%	42
2023 Q4	$1.77M	Sell	3,728 -250	-6%	-$111K	0.87%	37
2023 Q3	$1.7M	Sell	3,978 -60	-1%	-$26.7K	0.88%	34
2023 Q2	$1.79M	Sell	4,038 -1,950	-33%	-$818K	0.89%	29
2023 Q1	$2.45M	Buy	5,988 +1,141	+24%	+$455K	1.27%	19
2022 Q4	$1.85M	Buy	4,847 +1,450	+43%	+$557K	1.09%	27
2022 Q3	$1.21M	Buy	3,397 +600	+21%	+$238K	0.7%	36
2022 Q2	$1.05M	Buy	2,797 +1,775	+174%	+$727K	0.64%	39
2022 Q1	$462K	Buy	1,022 +500	+96%	+$223K	0.23%	91
2021 Q4	$248K	Buy	+522	New	+$240K	0.12%	121
2020 Q4	–	Sell	-154	Closed	-$52K	–	115
2020 Q3	$52K	Buy	+154	New	+$51K	0.03%	96
2020 Q1	–	Sell	-741	Closed	-$238K	–	102
2019 Q4	$238K	Buy	+741	New	+$228K	0.18%	85
2018 Q4	–	Sell	-1,137	Closed	-$330K	–	99
2018 Q3	$330K	Buy	+1,137	New	+$324K	0.3%	73

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Congress Park Capital's SPY Position: Q2 2026 in Review

Congress Park Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q2 2026, selling an estimated $247K and leaving 767 shares worth $572K. The position accounts for 0.15% of the portfolio, ranked #86.

Congress Park Capital first reported a position in SPY in Q3 2018 and has held it in 22 quarters since. The position peaked at $2.45M in Q1 2023. 2,302 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Congress Park Capital held 767 shares of State Street SPDR S&P 500 ETF Trust worth $572K as of Q2 2026.
Congress Park Capital sold 340 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $247K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Congress Park Capital's portfolio in Q2 2026, its #86 holding.
Congress Park Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 22 quarters since.
Congress Park Capital's State Street SPDR S&P 500 ETF Trust position peaked at $2.45M in Q1 2023.
2,302 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.