DeDora Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

DeDora 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
2026 Q2	$748K	Buy	1,001 +30	+3%	+$21.8K	0.16%	77
2026 Q1	$631K	Sell	971 -16	-2%	-$10.9K	0.15%	76
2025 Q4	$673K	Hold	987	–	–	0.16%	74
2025 Q3	$658K	Hold	987	–	–	0.16%	73
2025 Q2	$610K	Hold	987	–	–	0.16%	76
2025 Q1	$552K	Hold	987	–	–	0.16%	80
2024 Q4	$578K	Buy	987 +131	+15%	+$77.2K	0.16%	78
2024 Q3	$491K	Hold	856	–	–	0.14%	81
2024 Q2	$466K	Hold	856	–	–	0.14%	85
2024 Q1	$448K	Hold	856	–	–	0.14%	87
2023 Q4	$407K	Hold	856	–	–	0.14%	87
2023 Q3	$366K	Hold	856	–	–	0.14%	88
2023 Q2	$379K	Sell	856 -20	-2%	-$8.39K	0.15%	84
2023 Q1	$359K	Hold	876	–	–	0.15%	84
2022 Q4	$335K	Hold	876	–	–	0.16%	87
2022 Q3	$313K	Sell	876 -5	-0.6%	-$1.99K	0.16%	84
2022 Q2	$332K	Hold	881	–	–	0.17%	80
2022 Q1	$398K	Hold	881	–	–	0.16%	77
2021 Q4	$418K	Hold	881	–	–	0.24%	43
2021 Q3	$378K	Hold	881	–	–	0.16%	78
2021 Q2	$377K	Hold	881	–	–	0.16%	76
2021 Q1	$349K	Hold	881	–	–	0.17%	76
2020 Q4	$329K	Hold	881	–	–	0.16%	76
2020 Q3	$295K	Sell	881 -101	-10%	-$33.5K	0.16%	78
2020 Q2	$303K	Sell	982 -18	-2%	-$5.27K	0.18%	79
2020 Q1	$258K	Hold	1,000	–	–	0.19%	75
2019 Q4	$322K	Buy	1,000 +1	+0.1%	+$308	0.19%	78
2019 Q3	$297K	Buy	999 +100	+11%	+$29.5K	0.21%	72
2019 Q2	$263K	Hold	899	–	–	0.19%	79
2019 Q1	$254K	Hold	899	–	–	0.19%	78
2018 Q4	$225K	Buy	899 +25	+3%	+$6.74K	0.2%	73
2018 Q3	$254K	Hold	874	–	–	0.19%	75
2018 Q2	$237K	Hold	874	–	–	0.19%	82
2018 Q1	$230K	Hold	874	–	–	0.19%	84
2017 Q4	$233K	Buy	+874	New	+$227K	0.19%	80

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

DeDora Capital's SPY Position: Q2 2026 in Review

DeDora Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q2 2026, buying an estimated $21.8K and bringing the position to 1,001 shares worth $748K. The position accounts for 0.16% of the portfolio, ranked #77.

DeDora Capital first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 2,962 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

DeDora Capital held 1,001 shares of State Street SPDR S&P 500 ETF Trust worth $748K as of Q2 2026.
DeDora Capital bought 30 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21.8K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of DeDora Capital's portfolio in Q2 2026, its #77 holding.
DeDora Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
2,962 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.