Conrad Siegel Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Conrad Siegel Investment Advisors’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	$413K	Buy	554 +9	+2%	+$6.53K	0.07%	52
2026 Q1	$354K	Hold	545	–	–	0.06%	49
2025 Q4	$372K	Hold	545	–	–	0.07%	47
2025 Q3	$363K	Hold	545	–	–	0.08%	45
2025 Q2	$337K	Sell	545 -23	-4%	-$13.1K	0.08%	42
2025 Q1	$318K	Buy	+568	New	+$334K	0.08%	38
2022 Q2	–	Sell	-201	Closed	-$91K	–	51
2022 Q1	$91K	Buy	+201	New	+$89.5K	0.08%	24

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

Conrad Siegel Investment Advisors's SPY Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, buying an estimated $6.53K and bringing the position to 554 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #52.

Conrad Siegel Investment Advisors first reported a position in SPY in Q1 2022 and has held it in 7 quarters since. 2,344 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Conrad Siegel Investment Advisors held 554 shares of State Street SPDR S&P 500 ETF Trust worth $413K as of Q2 2026.
Conrad Siegel Investment Advisors bought 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #52 holding.
Conrad Siegel Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 7 quarters since.
2,344 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.