General Partner Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

General Partner Inc’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	$3.05M	Hold	4,088	–	–	1.64%	16
2026 Q1	$2.66M	Hold	4,088	–	–	1.62%	15
2025 Q4	$2.79M	Hold	4,088	–	–	1.58%	15
2025 Q3	$2.72M	Hold	4,088	–	–	1.5%	16
2025 Q2	$2.53M	Hold	4,088	–	–	1.48%	17
2025 Q1	$2.29M	Hold	4,088	–	–	1.49%	15
2024 Q4	$2.4M	Hold	4,088	–	–	1.44%	17
2024 Q3	$2.35M	Hold	4,088	–	–	1.46%	16
2024 Q2	$2.22M	Hold	4,088	–	–	1.42%	17
2024 Q1	$2.14M	Buy	+4,088	New	+$2.04M	1.34%	22

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

General Partner Inc's SPY Position: Q2 2026 in Review

General Partner Inc held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 4,088 shares worth $3.05M. The position accounts for 1.64% of the portfolio, ranked #16.

General Partner Inc first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

General Partner Inc held 4,088 shares of State Street SPDR S&P 500 ETF Trust worth $3.05M as of Q2 2026.
General Partner Inc 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 1.64% of General Partner Inc's portfolio in Q2 2026, its #16 holding.
General Partner Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.