Eaton-Cambridge’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Eaton-Cambridge’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	$499K	Hold	668	–	–	0.14%	35
2026 Q1	$434K	Buy	668 +34	+5%	+$23.1K	0.14%	34
2025 Q4	$432K	Sell	634 -25	-4%	-$16.9K	0.14%	29
2025 Q3	$439K	Buy	+659	New	+$422K	0.15%	28
2025 Q1	–	Sell	-735	Closed	-$431K	–	39
2024 Q4	$431K	Buy	+735	New	+$433K	0.19%	20

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 22.94% 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

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

PAI

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

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

Eaton-Cambridge's SPY Position: Q2 2026 in Review

Eaton-Cambridge held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 668 shares worth $499K. The position accounts for 0.14% of the portfolio, ranked #35.

Eaton-Cambridge first reported a position in SPY in Q4 2024 and has held it in 5 quarters since. 2,835 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Eaton-Cambridge held 668 shares of State Street SPDR S&P 500 ETF Trust worth $499K as of Q2 2026.
Eaton-Cambridge left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Eaton-Cambridge's portfolio in Q2 2026, its #35 holding.
Eaton-Cambridge first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 5 quarters since.
2,835 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.