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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
2022
Q2 		– Sell
-11,000
Closed -$4.97M – 145
2022
Q1 		$4.97M Buy
+11,000
New +$4.9M 2.49% 9
2020
Q4 		– Sell
-27,500
Closed -$9.21M – 116
2020
Q3 		$9.21M Buy
+27,500
New +$9.11M 5.7% 1

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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. 2,329 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.
  • 2,329 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.