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

Contravisory Investment Management’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	$197K	Buy	264 +42	+19%	+$30.4K	0.03%	212
2026 Q1	$145K	Sell	222 -17	-7%	-$11.6K	0.03%	220
2025 Q4	$163K	Buy	239 +9	+4%	+$6.08K	0.03%	235
2025 Q3	$153K	Hold	230	–	–	0.03%	252
2025 Q2	$142K	Buy	230 +27	+13%	+$15.4K	0.03%	264
2025 Q1	$114K	Buy	203 +9	+5%	+$5.29K	0.02%	265
2024 Q4	$114K	Sell	194 -8	-4%	-$4.71K	0.02%	236
2024 Q3	$116K	Buy	202 +10	+5%	+$5.53K	0.02%	229
2024 Q2	$104K	Sell	192 -235	-55%	-$123K	0.02%	226
2024 Q1	$223K	Sell	427 -2,959	-87%	-$1.47M	0.05%	203
2023 Q4	$1.61M	Buy	3,386 +3,172	+1,482%	+$1.41M	0.39%	45
2023 Q3	$91.3K	Buy	214 +1	+0.5%	+$445	0.03%	224
2023 Q2	$94.4K	Buy	213 +10	+5%	+$4.2K	0.03%	217
2023 Q1	$82.9K	Buy	203 +1	+0.5%	+$399	0.02%	227
2022 Q4	$77.2K	Hold	202	–	–	0.02%	232
2022 Q3	$72K	Buy	202 +40	+25%	+$15.9K	0.02%	225
2022 Q2	$61K	Sell	162 -245	-60%	-$100K	0.02%	235
2022 Q1	$184K	Sell	407 -654	-62%	-$291K	0.05%	196
2021 Q4	$504K	Buy	1,061 +887	+510%	+$407K	0.14%	104
2021 Q3	$75K	Hold	174	–	–	0.02%	223
2021 Q2	$74K	Hold	174	–	–	0.02%	215
2021 Q1	$69K	Sell	174 -910	-84%	-$351K	0.02%	207
2020 Q4	$405K	Buy	1,084 +992	+1,078%	+$352K	0.13%	81
2020 Q3	$31K	Buy	92 +5	+6%	+$1.66K	0.01%	208
2020 Q2	$27K	Sell	87 -171	-66%	-$50.1K	0.01%	212
2020 Q1	$66K	Hold	258	–	–	0.03%	202
2019 Q4	$83K	Buy	258 +114	+79%	+$35.1K	0.03%	199
2019 Q3	$43K	Sell	144 -98	-40%	-$29K	0.02%	229
2019 Q2	$71K	Buy	242 +73	+43%	+$21K	0.03%	190
2019 Q1	$48K	Sell	169 -545	-76%	-$148K	0.02%	228
2018 Q4	$178K	Buy	714 +613	+607%	+$165K	0.08%	146
2018 Q3	$29K	Hold	101	–	–	0.01%	196
2018 Q2	$27K	Buy	101 +39	+63%	+$10.5K	0.01%	231
2018 Q1	$16K	Sell	62 -10	-14%	-$2.73K	0.01%	244
2017 Q4	$19K	Sell	72 -110	-60%	-$28.6K	0.01%	230
2017 Q3	$46K	Buy	+182	New	+$44.9K	0.02%	205
2017 Q2	–	Sell	-120	Closed	-$28K	–	250
2017 Q1	$28K	Sell	120 -919	-88%	-$214K	0.01%	190
2016 Q4	$232K	Buy	1,039 +787	+312%	+$172K	0.08%	56
2016 Q3	$55K	Buy	+252	New	+$54.5K	0.02%	97
2016 Q1	–	Sell	-68	Closed	-$14K	–	230
2015 Q4	$14K	Sell	68 -212	-76%	-$43.5K	﹤0.01%	119
2015 Q3	$54K	Sell	280 -635	-69%	-$129K	0.01%	95
2015 Q2	$188K	Buy	+915	New	+$192K	0.04%	77
2015 Q1	–	Sell	-931	Closed	-$191K	–	180
2014 Q4	$191K	Buy	931 +820	+739%	+$165K	0.04%	79
2014 Q3	$22K	Buy	+111	New	+$21.9K	﹤0.01%	104
2014 Q1	–	Sell	-373	Closed	-$69K	–	161
2013 Q4	$69K	Buy	373 +23	+7%	+$4.07K	0.01%	92
2013 Q3	$59K	Sell	350 -200	-36%	-$33.5K	0.01%	86
2013 Q2	$88K	Buy	+550	New	+$88.6K	0.02%	91

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 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

Contravisory Investment Management's SPY Position: Q2 2026 in Review

Contravisory Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, buying an estimated $30.4K and bringing the position to 264 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #212.

Contravisory Investment Management first reported a position in SPY in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.61M in Q4 2023. 1,491 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Contravisory Investment Management held 264 shares of State Street SPDR S&P 500 ETF Trust worth $197K as of Q2 2026.
Contravisory Investment Management bought 42 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $30.4K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Contravisory Investment Management's portfolio in Q2 2026, its #212 holding.
Contravisory Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 47 quarters since.
Contravisory Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.61M in Q4 2023.
1,491 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.