Duncan Williams Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Duncan Williams Asset Management's SPY Position: Q2 2026 in Review
Duncan Williams Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q2 2026, buying an estimated $6.53K and bringing the position to 4,105 shares worth $3.07M. The position accounts for 0.69% of the portfolio, ranked #25.
Duncan Williams Asset Management first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.62M in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Duncan Williams Asset Management held 4,105 shares of State Street SPDR S&P 500 ETF Trust worth $3.07M as of Q2 2026.
- Duncan Williams Asset Management bought 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
- State Street SPDR S&P 500 ETF Trust made up 0.69% of Duncan Williams Asset Management's portfolio in Q2 2026, its #25 holding.
- Duncan Williams Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
- Duncan Williams Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.62M in Q4 2025.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.