GDP
SPY icon

Great Diamond Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Great Diamond Partners’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 		$2.07M Sell
2,770
-200
-7% -$145K 0.36% 77
2026
Q1 		$1.93M Sell
2,970
-19,945
-87% -$13.6M 0.37% 80
2025
Q4 		$15.6M Sell
22,915
-579
-2% -$391K 3.01% 4
2025
Q3 		$15.7M Buy
23,494
+329
+1% +$211K 3.04% 4
2025
Q2 		$14.3M Buy
23,165
+1,819
+9% +$1.04M 3.02% 6
2025
Q1 		$11.9M Buy
21,346
+6,926
+48% +$4.07M 3.26% 5
2024
Q4 		$8.45M Buy
14,420
+3,100
+27% +$1.83M 2.19% 7
2024
Q3 		$6.49M Sell
11,320
-827
-7% -$457K 1.65% 13
2024
Q2 		$6.61M Sell
12,147
-171
-1% -$89.5K 1.55% 14
2024
Q1 		$6.44M Sell
12,318
-4,660
-27% -$2.32M 1.48% 13
2023
Q4 		$8.07M Buy
16,978
+15,154
+831% +$6.75M 1.99% 9
2023
Q3 		$780K Buy
1,824
+308
+20% +$137K 0.21% 101
2023
Q2 		$672K Hold
1,516
– – 0.18% 109
2023
Q1 		$621K Sell
1,516
-14,391
-90% -$5.74M 0.18% 110
2022
Q4 		$6.08M Buy
15,907
+7,910
+99% +$3.04M 1.87% 10
2022
Q3 		$2.86M Sell
7,997
-61
-0.8% -$24.2K 0.98% 32
2022
Q2 		$3.04M Sell
8,058
-658
-8% -$270K 1.01% 27
2022
Q1 		$3.94M Buy
8,716
+539
+7% +$240K 1.1% 21
2021
Q4 		$3.88M Buy
8,177
+265
+3% +$122K 1% 26
2021
Q3 		$3.4M Buy
7,912
+702
+10% +$310K 0.93% 31
2021
Q2 		$3.09M Buy
7,210
+179
+3% +$74.7K 0.87% 32
2021
Q1 		$2.79M Sell
7,031
-3,608
-34% -$1.39M 0.86% 32
2020
Q4 		$3.98M Buy
10,639
+165
+2% +$58.5K 1.27% 16
2020
Q3 		$3.51M Buy
10,474
+72
+0.7% +$23.9K 1.29% 18
2020
Q2 		$3.21M Sell
10,402
-259
-2% -$75.8K 1.33% 14
2020
Q1 		$2.75M Sell
10,661
-15,212
-59% -$4.64M 1.41% 14
2019
Q4 		$8.33M Buy
+25,873
New +$7.97M 3.17% 4

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Great Diamond Partners's SPY Position: Q2 2026 in Review

Great Diamond Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q2 2026, selling an estimated $145K and leaving 2,770 shares worth $2.07M. The position accounts for 0.36% of the portfolio, ranked #77.

Great Diamond Partners first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.7M in Q3 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Great Diamond Partners held 2,770 shares of State Street SPDR S&P 500 ETF Trust worth $2.07M as of Q2 2026.
  • Great Diamond Partners sold 200 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $145K.
  • State Street SPDR S&P 500 ETF Trust made up 0.36% of Great Diamond Partners's portfolio in Q2 2026, its #77 holding.
  • Great Diamond Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's State Street SPDR S&P 500 ETF Trust position peaked at $15.7M in Q3 2025.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.