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

CV 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
2024 Q4	–	Sell	-21,200	Closed	-$12.2M	–	36
2024 Q3	$12.2M	Hold	21,200	–	–	5.86%	3
2024 Q2	$11.5M	Hold	21,200	–	–	6.05%	4
2024 Q1	$11.1M	Hold	21,200	–	–	6.25%	2
2023 Q4	$10.1M	Hold	21,200	–	–	6.78%	3
2023 Q3	$9.06M	Hold	21,200	–	–	6.74%	3
2023 Q2	$9.4M	Hold	21,200	–	–	6.9%	3
2023 Q1	$8.68M	Hold	21,200	–	–	7.6%	3
2022 Q4	$8.11M	Buy	+21,200	New	+$8.15M	7.79%	3

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

CV Advisors's SPY Position: Q2 2026 in Review

CV Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.67% in Q2 2026, selling an estimated $1.42M and leaving 288,207 shares worth $215M. The position accounts for 39.72% of the portfolio, ranked #1.

CV Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,253 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CV Advisors held 288,207 shares of State Street SPDR S&P 500 ETF Trust worth $215M as of Q2 2026.
CV Advisors sold 1,958 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.42M.
State Street SPDR S&P 500 ETF Trust made up 39.72% of CV Advisors's portfolio in Q2 2026, its #1 holding.
CV Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.