Gallagher Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gallagher Capital 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	$491K	Buy	658 +3	+0.5%	+$2.17K	0.28%	52
2026 Q1	$426K	Sell	655 -20	-3%	-$13.6K	0.29%	48
2025 Q4	$424K	Buy	675 +4	+0.6%	+$2.7K	0.27%	50
2025 Q3	$459K	Buy	671 +2	+0.3%	+$1.28K	0.26%	47
2025 Q2	$426K	Buy	669 +251	+60%	+$143K	0.34%	44
2025 Q1	$234K	Buy	418 +6	+1%	+$3.53K	0.18%	61
2024 Q4	$241K	Buy	+412	New	+$243K	0.18%	59

Other funds holding SPY

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Gallagher Capital Advisors's SPY Position: Q2 2026 in Review

Gallagher Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.46% in Q2 2026, buying an estimated $2.17K and bringing the position to 658 shares worth $491K. The position accounts for 0.28% of the portfolio, ranked #52.

Gallagher Capital Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,732 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gallagher Capital Advisors held 658 shares of State Street SPDR S&P 500 ETF Trust worth $491K as of Q2 2026.
Gallagher Capital Advisors bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Gallagher Capital Advisors's portfolio in Q2 2026, its #52 holding.
Gallagher Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
2,732 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.