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
2021 Q1	–	Sell	-300	Closed	-$112K	–	110
2020 Q4	$112K	Sell	300 -800	-73%	-$284K	0.06%	101
2020 Q3	$368K	Hold	1,100	–	–	0.23%	78
2020 Q2	$340K	Sell	1,100 -800	-42%	-$234K	0.23%	80
2020 Q1	$489K	Buy	+1,900	New	+$580K	0.39%	55

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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. 1,669 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.
1,669 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.