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

Donaldson Capital 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
2021 Q2	–	Sell	-2,700	Closed	-$1K	–	259
2021 Q1	$1K	Hold	2,700	–	–	﹤0.01%	243
2020 Q4	$26K	Buy	2,700 +1,200	+80%	+$426K	﹤0.01%	233
2020 Q3	$15K	Buy	+1,500	New	+$497K	﹤0.01%	221
2020 Q1	–	Sell	-2,000	Closed	-$6K	–	211
2019 Q4	$6K	Buy	+2,000	New	+$616K	﹤0.01%	207

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Donaldson Capital Management's SPY Position: Q2 2026 in Review

Donaldson Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 538% in Q2 2026, buying an estimated $21M and bringing the position to 34,414 shares worth $25.7M. The position accounts for 0.73% of the portfolio, ranked #36.

Donaldson Capital Management first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Donaldson Capital Management held 34,414 shares of State Street SPDR S&P 500 ETF Trust worth $25.7M as of Q2 2026.
Donaldson Capital Management bought 29,022 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21M.
State Street SPDR S&P 500 ETF Trust made up 0.73% of Donaldson Capital Management's portfolio in Q2 2026, its #36 holding.
Donaldson Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.