Gleason Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gleason Group’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	$309K	Buy	414 +1	+0.2%	+$725	0.03%	64
2026 Q1	$268K	Buy	413 +2	+0.5%	+$1.36K	0.03%	63
2025 Q4	$281K	Sell	411 -4	-1%	-$2.7K	0.03%	60
2025 Q3	$277K	Buy	415 +62	+18%	+$39.7K	0.03%	61
2025 Q2	$218K	Buy	353 +2	+0.6%	+$1.14K	0.02%	65
2025 Q1	$197K	Buy	351 +1	+0.3%	+$588	0.04%	65
2024 Q4	$205K	Buy	350 +1	+0.3%	+$589	0.04%	63
2024 Q3	$200K	Hold	349	–	–	0.04%	65
2024 Q2	$190K	Buy	349 +1	+0.3%	+$523	0.04%	71
2024 Q1	$182K	Sell	348 -20	-5%	-$9.96K	0.04%	73
2023 Q4	$175K	Buy	368 +1	+0.3%	+$445	0.04%	71
2023 Q3	$157K	Buy	367 +2	+0.5%	+$890	0.04%	76
2023 Q2	$162K	Buy	365 +1	+0.3%	+$420	0.04%	76
2023 Q1	$149K	Buy	364 +1	+0.3%	+$399	0.04%	77
2022 Q4	$139K	Buy	363 +2	+0.6%	+$769	0.04%	79
2022 Q3	$129K	Buy	361 +2	+0.6%	+$794	0.04%	77
2022 Q2	$136K	Sell	359 -688	-66%	-$282K	0.05%	78
2022 Q1	$473K	Buy	1,047 +4	+0.4%	+$1.78K	0.14%	47
2021 Q4	$496K	Buy	1,043 +2	+0.2%	+$918	0.16%	48
2021 Q3	$447K	Buy	1,041 +3	+0.3%	+$1.32K	0.16%	48
2021 Q2	$445K	Sell	1,038 -4	-0.4%	-$1.67K	0.16%	49
2021 Q1	$413K	Sell	1,042 -8	-0.8%	-$3.08K	0.16%	48
2020 Q4	$393K	Sell	1,050 -1	-0.1%	-$355	0.19%	46
2020 Q3	$352K	Hold	1,051	–	–	0.2%	48
2020 Q2	$324K	Buy	1,051 +4	+0.4%	+$1.17K	0.2%	47
2020 Q1	$270K	Buy	1,047 +5	+0.5%	+$1.52K	0.21%	47
2019 Q4	$335K	Buy	+1,042	New	+$321K	0.2%	48

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gleason Group's SPY Position: Q2 2026 in Review

Gleason Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.24% in Q2 2026, buying an estimated $725 and bringing the position to 414 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #64.

Gleason Group first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $496K in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gleason Group held 414 shares of State Street SPDR S&P 500 ETF Trust worth $309K as of Q2 2026.
Gleason Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Gleason Group's portfolio in Q2 2026, its #64 holding.
Gleason Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Gleason Group's State Street SPDR S&P 500 ETF Trust position peaked at $496K in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.