Eldridge Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Buy |
3,624
+25
| +0.7% | +$17K | 0.52% | 38 |
|
|
2025
Q4 | $2.45M | Buy |
3,599
+1
| +0% | +$676 | 0.54% | 35 |
|
|
2025
Q3 | $2.4M | Sell |
3,598
-205
| -5% | -$131K | 0.55% | 36 |
|
|
2025
Q2 | $2.35M | Hold |
3,803
| – | – | 0.49% | 42 |
|
|
2025
Q1 | $2.13M | Sell |
3,803
-134
| -3% | -$78.8K | 0.49% | 46 |
|
|
2024
Q4 | $2.31M | Sell |
3,937
-318
| -7% | -$187K | 0.54% | 44 |
|
|
2024
Q3 | $2.44M | Sell |
4,255
-162
| -4% | -$89.6K | 0.57% | 39 |
|
|
2024
Q2 | $2.4M | Buy |
4,417
+155
| +4% | +$81.1K | 0.61% | 38 |
|
|
2024
Q1 | $2.23M | Sell |
4,262
-154
| -3% | -$76.7K | 0.57% | 38 |
|
|
2023
Q4 | $2.1M | Hold |
4,416
| – | – | 0.55% | 44 |
|
|
2023
Q3 | $1.89M | Sell |
4,416
-557
| -11% | -$248K | 0.63% | 33 |
|
|
2023
Q2 | $2.21M | Buy |
4,973
+152
| +3% | +$63.8K | 0.72% | 34 |
|
|
2023
Q1 | $1.97M | Sell |
4,821
-414
| -8% | -$165K | 0.68% | 35 |
|
|
2022
Q4 | $2M | Hold |
5,235
| – | – | 0.7% | 35 |
|
|
2022
Q3 | $1.87M | Sell |
5,235
-35
| -0.7% | -$13.9K | 0.72% | 31 |
|
|
2022
Q2 | $1.99M | Sell |
5,270
-119
| -2% | -$48.8K | 0.75% | 27 |
|
|
2022
Q1 | $2.43M | Hold |
5,389
| – | – | 0.82% | 22 |
|
|
2021
Q4 | $2.56M | Sell |
5,389
-49
| -0.9% | -$22.5K | 0.85% | 20 |
|
|
2021
Q3 | $2.33M | Sell |
5,438
-343
| -6% | -$151K | 0.83% | 22 |
|
|
2021
Q2 | $2.48M | Sell |
5,781
-70
| -1% | -$29.2K | 0.9% | 20 |
|
|
2021
Q1 | $2.32M | Sell |
5,851
-176
| -3% | -$67.9K | 0.89% | 21 |
|
|
2020
Q4 | $2.25M | Sell |
6,027
-8
| -0.1% | -$2.84K | 0.94% | 21 |
|
|
2020
Q3 | $2.02M | Sell |
6,035
-279
| -4% | -$92.5K | 0.95% | 18 |
|
|
2020
Q2 | $1.95M | Sell |
6,314
-289
| -4% | -$84.6K | 0.97% | 18 |
|
|
2020
Q1 | $1.7M | Sell |
6,603
-925
| -12% | -$282K | 0.97% | 21 |
|
|
2019
Q4 | $2.42M | Sell |
7,528
-181
| -2% | -$55.7K | 1.19% | 18 |
|
|
2019
Q3 | $2.29M | Sell |
7,709
-538
| -7% | -$159K | 1.18% | 18 |
|
|
2019
Q2 | $2.42M | Sell |
8,247
-113
| -1% | -$32.5K | 1.29% | 17 |
|
|
2019
Q1 | $2.36M | Buy |
8,360
+250
| +3% | +$67.9K | 1.27% | 19 |
|
|
2018
Q4 | $2.03M | Buy |
8,110
+90
| +1% | +$24.3K | 1.25% | 19 |
|
|
2018
Q3 | $2.33M | Buy |
8,020
+441
| +6% | +$126K | 1.49% | 16 |
|
|
2018
Q2 | $2.06M | Buy |
7,579
+31
| +0.4% | +$8.37K | 1.46% | 15 |
|
|
2018
Q1 | $1.99M | Buy |
7,548
+306
| +4% | +$83.5K | 1.49% | 14 |
|
|
2017
Q4 | $1.94M | Buy |
+7,242
| New | +$1.88M | 1.5% | 15 |
|
Other funds holding SPY
Eldridge Investment Advisors's SPY Position: Q1 2026 in Review
Eldridge Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.69% in Q1 2026, buying an estimated $17K and bringing the position to 3,624 shares worth $2.36M. The position accounts for 0.52% of the portfolio, ranked #38.
Eldridge Investment Advisors first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.56M in Q4 2021. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Eldridge Investment Advisors held 3,624 shares of State Street SPDR S&P 500 ETF Trust worth $2.36M as of Q1 2026.
- Eldridge Investment Advisors bought 25 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $17K.
- State Street SPDR S&P 500 ETF Trust made up 0.52% of Eldridge Investment Advisors's portfolio in Q1 2026, its #38 holding.
- Eldridge Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.56M in Q4 2021.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.