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

Eaton Financial Holdings’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	$2.57M	Sell	3,446 -1,748	-34%	-$1.27M	0.71%	36
2026 Q1	$3.38M	Buy	5,194 +3,555	+217%	+$2.42M	1.11%	24
2025 Q4	$1.12M	Buy	1,639 +525	+47%	+$355K	0.3%	60
2025 Q3	$742K	Buy	1,114 +4	+0.4%	+$2.56K	0.21%	74
2025 Q2	$686K	Buy	1,110 +164	+17%	+$93.7K	0.21%	67
2025 Q1	$529K	Buy	946 +2	+0.2%	+$1.18K	0.22%	45
2024 Q4	$553K	Buy	944 +2	+0.2%	+$1.18K	0.21%	48
2024 Q3	$541K	Buy	+942	New	+$521K	0.22%	49
2024 Q1	$490K	Sell	938 -277	-23%	-$138K	0.25%	46
2023 Q4	$577K	Buy	1,215 +3	+0.2%	+$1.34K	0.14%	118
2023 Q3	$518K	Sell	1,212 -87	-7%	-$38.7K	0.14%	122
2023 Q2	$576K	Sell	1,299 -40	-3%	-$16.8K	0.43%	38
2023 Q1	$548K	Sell	1,339 -2,758	-67%	-$1.1M	0.43%	36
2022 Q4	$1.57M	Buy	+4,097	New	+$1.57M	1.34%	18

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

Eaton Financial Holdings's SPY Position: Q2 2026 in Review

Eaton Financial Holdings reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q2 2026, selling an estimated $1.27M and leaving 3,446 shares worth $2.57M. The position accounts for 0.71% of the portfolio, ranked #36.

Eaton Financial Holdings first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.38M in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Eaton Financial Holdings held 3,446 shares of State Street SPDR S&P 500 ETF Trust worth $2.57M as of Q2 2026.
Eaton Financial Holdings sold 1,748 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.27M.
State Street SPDR S&P 500 ETF Trust made up 0.71% of Eaton Financial Holdings's portfolio in Q2 2026, its #36 holding.
Eaton Financial Holdings first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Eaton Financial Holdings's State Street SPDR S&P 500 ETF Trust position peaked at $3.38M in Q1 2026.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.