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

Gradient 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	$562K	Sell	752 -66	-8%	-$47.9K	0.13%	100
2026 Q1	$532K	Sell	818 -131	-14%	-$89.1K	0.14%	101
2025 Q4	$647K	Sell	949 -15	-2%	-$10.1K	0.17%	92
2025 Q3	$642K	Hold	964	–	–	0.17%	91
2025 Q2	$596K	Sell	964 -12	-1%	-$6.86K	0.18%	91
2025 Q1	$546K	Sell	976 -157	-14%	-$92.3K	0.18%	88
2024 Q4	$664K	Sell	1,133 -23	-2%	-$13.6K	0.21%	79
2024 Q3	$663K	Sell	1,156 -22	-2%	-$12.2K	0.22%	78
2024 Q2	$641K	Sell	1,178 -102	-8%	-$53.4K	0.23%	77
2024 Q1	$669K	Buy	1,280 +24	+2%	+$11.9K	0.25%	77
2023 Q4	$597K	Sell	1,256 -33	-3%	-$14.7K	0.23%	79
2023 Q3	$551K	Hold	1,289	–	–	0.23%	78
2023 Q2	$571K	Sell	1,289 -69	-5%	-$29K	0.23%	77
2023 Q1	$556K	Hold	1,358	–	–	0.24%	76
2022 Q4	$519K	Sell	1,358 -52	-4%	-$20K	0.24%	77
2022 Q3	$504K	Buy	1,410 +4	+0.3%	+$1.59K	0.24%	78
2022 Q2	$530K	Buy	1,406 +75	+6%	+$30.7K	0.25%	75
2022 Q1	$601K	Buy	1,331 +35	+3%	+$15.6K	0.25%	76
2021 Q4	$616K	Sell	1,296 -198	-13%	-$90.9K	0.26%	72
2021 Q3	$641K	Buy	1,494 +153	+11%	+$67.5K	0.29%	69
2021 Q2	$574K	Sell	1,341 -38	-3%	-$15.9K	0.27%	71
2021 Q1	$547K	Sell	1,379 -426	-24%	-$164K	0.29%	69
2020 Q4	$675K	Buy	1,805 +430	+31%	+$153K	0.38%	56
2020 Q3	$460K	Sell	1,375 -2,825	-67%	-$936K	0.29%	67
2020 Q2	$1.29M	Buy	4,200 +159	+4%	+$46.5K	0.88%	33
2020 Q1	$1.04M	Buy	4,041 +2,761	+216%	+$842K	0.84%	31
2019 Q4	$412K	Sell	1,280 -243	-16%	-$74.8K	0.29%	71
2019 Q3	$452K	Buy	+1,523	New	+$450K	0.34%	62

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

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

Gradient Capital Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q2 2026, selling an estimated $47.9K and leaving 752 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #100.

Gradient Capital Advisors first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.29M in Q2 2020. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gradient Capital Advisors held 752 shares of State Street SPDR S&P 500 ETF Trust worth $562K as of Q2 2026.
Gradient Capital Advisors sold 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Gradient Capital Advisors's portfolio in Q2 2026, its #100 holding.
Gradient Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
Gradient Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.29M in Q2 2020.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.