Fort Washington Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Fort Washington Investment Advisors’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	$25.7M	Sell	34,436 -941	-3%	-$682K	0.13%	197
2026 Q1	$23M	Sell	35,377 -467	-1%	-$318K	0.13%	181
2025 Q4	$24.4M	Sell	35,844 -608	-2%	-$411K	0.13%	167
2025 Q3	$24.3M	Sell	36,452 -1,146	-3%	-$735K	0.13%	176
2025 Q2	$23.2M	Sell	37,598 -6,593	-15%	-$3.77M	0.13%	146
2025 Q1	$24.7M	Sell	44,191 -12,249	-22%	-$7.2M	0.15%	139
2024 Q4	$33.1M	Sell	56,440 -81	-0.1%	-$47.7K	0.2%	115
2024 Q3	$32.4M	Buy	56,521 +672	+1%	+$372K	0.2%	110
2024 Q2	$30.4M	Buy	55,849 +880	+2%	+$461K	0.2%	109
2024 Q1	$28.8M	Buy	54,969 +10,266	+23%	+$5.11M	0.19%	115
2023 Q4	$21.2M	Sell	44,703 -1,404	-3%	-$625K	0.15%	134
2023 Q3	$19.7M	Sell	46,107 -6,642	-13%	-$2.95M	0.15%	138
2023 Q2	$23.4M	Sell	52,749 -1,211	-2%	-$508K	0.17%	127
2023 Q1	$22.1M	Buy	53,960 +672	+1%	+$268K	0.17%	129
2022 Q4	$20.4M	Sell	53,288 -153,449	-74%	-$59M	0.16%	129
2022 Q3	$73.8M	Sell	206,737 -12,864	-6%	-$5.11M	0.62%	38
2022 Q2	$82.8M	Buy	219,601 +10,108	+5%	+$4.14M	0.64%	42
2022 Q1	$94.6M	Sell	209,493 -7,110	-3%	-$3.17M	0.6%	40
2021 Q4	$103M	Sell	216,603 -12,350	-5%	-$5.67M	0.62%	45
2021 Q3	$98.3M	Sell	228,953 -417,926	-65%	-$184M	0.63%	44
2021 Q2	$277M	Buy	646,879 +45,565	+8%	+$19M	2.45%	8
2021 Q1	$238M	Buy	601,314 +364,839	+154%	+$141M	2.3%	8
2020 Q4	$88.4M	Buy	236,475 +10,294	+5%	+$3.65M	0.94%	35
2020 Q3	$75.7M	Sell	226,181 -63,784	-22%	-$21.1M	0.8%	41
2020 Q2	$89.4M	Buy	289,965 +53,401	+23%	+$15.6M	1.01%	24
2020 Q1	$61M	Sell	236,564 -120,496	-34%	-$36.8M	0.83%	36
2019 Q4	$115M	Sell	357,060 -102,731	-22%	-$31.6M	1.23%	19
2019 Q3	$136M	Sell	459,791 -67,919	-13%	-$20.1M	1.51%	13
2019 Q2	$155M	Sell	527,710 -43,952	-8%	-$12.7M	1.72%	9
2019 Q1	$161M	Buy	571,662 +57,811	+11%	+$15.7M	1.81%	9
2018 Q4	$128M	Sell	513,851 -129,508	-20%	-$34.9M	1.57%	11
2018 Q3	$187M	Sell	643,359 -17,180	-3%	-$4.89M	1.84%	8
2018 Q2	$179M	Buy	660,539 +45,956	+7%	+$12.4M	1.81%	8
2018 Q1	$162M	Buy	614,583 +60,525	+11%	+$16.5M	1.67%	8
2017 Q4	$148M	Buy	554,058 +338,914	+158%	+$88.1M	1.47%	12
2017 Q3	$54.1M	Buy	215,144 +14,350	+7%	+$3.54M	0.84%	45
2017 Q2	$48.6M	Buy	200,794 +9,196	+5%	+$2.2M	0.77%	48
2017 Q1	$45.2M	Buy	191,598 +8,140	+4%	+$1.89M	0.72%	46
2016 Q4	$41M	Buy	183,458 +15,663	+9%	+$3.42M	0.69%	48
2016 Q3	$36.3M	Sell	167,795 -16,840	-9%	-$3.64M	0.65%	50
2016 Q2	$38.7M	Buy	184,635 +159,355	+630%	+$33.1M	0.72%	49
2016 Q1	$5.2M	Buy	25,280 +1,450	+6%	+$283K	0.1%	121
2015 Q4	$4.86M	Buy	23,830 +1,595	+7%	+$328K	0.1%	126
2015 Q3	$4.26M	Sell	22,235 -340	-2%	-$69K	0.09%	144
2015 Q2	$4.65M	Sell	22,575 -350	-2%	-$73.6K	0.09%	134
2015 Q1	$4.73M	Sell	22,925 -50	-0.2%	-$10.3K	0.09%	135
2014 Q4	$4.72M	Buy	22,975 +730	+3%	+$147K	0.1%	137
2014 Q3	$4.38M	Sell	22,245 -9,791	-31%	-$1.94M	0.09%	147
2014 Q2	$6.27M	Sell	32,036 -160	-0.5%	-$30.4K	0.12%	145
2014 Q1	$6.02M	Buy	32,196 +9,400	+41%	+$1.73M	0.13%	136
2013 Q4	$4.21M	Sell	22,796 -225	-1%	-$39.8K	0.09%	148
2013 Q3	$3.87M	Buy	23,021 +7,241	+46%	+$1.21M	0.09%	160
2013 Q2	$2.53M	Buy	+15,780	New	+$2.54M	0.06%	240

Other funds holding SPY

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fort Washington Investment Advisors's SPY Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q2 2026, selling an estimated $682K and leaving 34,436 shares worth $25.7M. The position accounts for 0.13% of the portfolio, ranked #197.

Fort Washington Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $277M in Q2 2021. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fort Washington Investment Advisors held 34,436 shares of State Street SPDR S&P 500 ETF Trust worth $25.7M as of Q2 2026.
Fort Washington Investment Advisors sold 941 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $682K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #197 holding.
Fort Washington Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
Fort Washington Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $277M in Q2 2021.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.