D.B. Root & Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-500
Closed -$141K 209
2019
Q1
$141K Buy
+500
New +$136K 0.06% 203

Other funds holding SPY

D.B. Root & Company's SPY Position: Q2 2026 in Review

D.B. Root & Company reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, selling an estimated $328K and leaving 2,841 shares worth $2.12M. The position accounts for 0.45% of the portfolio, ranked #36.

D.B. Root & Company first reported a position in SPY in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.14M in Q1 2026. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • D.B. Root & Company held 2,841 shares of State Street SPDR S&P 500 ETF Trust worth $2.12M as of Q2 2026.
  • D.B. Root & Company sold 452 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $328K.
  • State Street SPDR S&P 500 ETF Trust made up 0.45% of D.B. Root & Company's portfolio in Q2 2026, its #36 holding.
  • D.B. Root & Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 30 quarters since.
  • D.B. Root & Company's State Street SPDR S&P 500 ETF Trust position peaked at $2.14M in Q1 2026.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.