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Griffith & Werner’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Griffith & Werner’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 		$4.84M Buy
6,481
+62
+1% +$45K 2.27% 18
2026
Q1 		$4.17M Buy
6,419
+74
+1% +$50.3K 2.07% 21
2025
Q4 		$4.33M Sell
6,345
-79
-1% -$53.4K 2.2% 17
2025
Q3 		$4.38M Buy
+6,424
New +$4.12M 2.27% 17
2025
Q1 		$3.34M Buy
5,970
+2,164
+57% +$1.27M 2.08% 19
2024
Q4 		$2.23M Buy
+3,806
New +$2.24M 1.47% 25

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

Griffith & Werner's SPY Position: Q2 2026 in Review

Griffith & Werner increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.97% in Q2 2026, buying an estimated $45K and bringing the position to 6,481 shares worth $4.84M. The position accounts for 2.27% of the portfolio, ranked #18.

Griffith & Werner first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Griffith & Werner held 6,481 shares of State Street SPDR S&P 500 ETF Trust worth $4.84M as of Q2 2026.
  • Griffith & Werner bought 62 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $45K.
  • State Street SPDR S&P 500 ETF Trust made up 2.27% of Griffith & Werner's portfolio in Q2 2026, its #18 holding.
  • Griffith & Werner first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.