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

Gibraltar Capital Management’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	$561K	Buy	752 +389	+107%	+$282K	0.09%	97
2026 Q1	$236K	Sell	363 -63	-15%	-$42.8K	0.04%	114
2025 Q4	$290K	Buy	426 +42	+11%	+$28.4K	0.05%	106
2025 Q3	$256K	Buy	384 +36	+10%	+$23.1K	0.05%	108
2025 Q2	$215K	Buy	+348	New	+$199K	0.04%	107
2025 Q1	–	Sell	-348	Closed	-$204K	–	107
2024 Q4	$204K	Buy	+348	New	+$205K	0.09%	53
2024 Q3	–	Sell	-678	Closed	-$369K	–	56
2024 Q2	$369K	Sell	678 -103	-13%	-$53.9K	0.17%	34
2024 Q1	$408K	Sell	781 -48	-6%	-$23.9K	0.19%	33
2023 Q4	$394K	Buy	829 +2	+0.2%	+$891	0.17%	62
2023 Q3	$353K	Hold	827	–	–	0.16%	59
2023 Q2	$366K	Hold	827	–	–	0.16%	55
2023 Q1	$338K	Buy	+827	New	+$330K	0.16%	57
2022 Q2	–	Sell	-531	Closed	-$240K	–	83
2022 Q1	$240K	Hold	531	–	–	0.1%	79
2021 Q4	$252K	Buy	+531	New	+$244K	0.11%	68
2020 Q1	–	Sell	-789	Closed	-$254K	–	54
2019 Q4	$254K	Hold	789	–	–	0.15%	41
2019 Q3	$234K	Buy	+789	New	+$233K	0.18%	42

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

MRC

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

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

FTWA

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

Gibraltar Capital Management's SPY Position: Q2 2026 in Review

Gibraltar Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 107% in Q2 2026, buying an estimated $282K and bringing the position to 752 shares worth $561K. The position accounts for 0.09% of the portfolio, ranked #97.

Gibraltar Capital Management first reported a position in SPY in Q3 2019 and has held it in 16 quarters since. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gibraltar Capital Management held 752 shares of State Street SPDR S&P 500 ETF Trust worth $561K as of Q2 2026.
Gibraltar Capital Management bought 389 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $282K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Gibraltar Capital Management's portfolio in Q2 2026, its #97 holding.
Gibraltar Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 16 quarters since.
1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.