EIP
SPY icon

Essential Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Essential Investment Partners’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 		$102K Hold
137
– – 0.08% 117
2026
Q1 		$89.1K Hold
137
– – 0.08% 120
2025
Q4 		$93.4K Buy
+137
New +$92.6K 0.09% 110

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Essential Investment Partners's SPY Position: Q2 2026 in Review

Essential Investment Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 137 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #117.

Essential Investment Partners first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 1,354 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Essential Investment Partners held 137 shares of State Street SPDR S&P 500 ETF Trust worth $102K as of Q2 2026.
  • Essential Investment Partners 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 0.08% of Essential Investment Partners's portfolio in Q2 2026, its #117 holding.
  • Essential Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,354 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.