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Grove Bank & Trust’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Grove Bank & Trust’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 		$17M Buy
22,763
+1,012
+5% +$734K 1.69% 10
2026
Q1 		$14.1M Sell
21,751
-550
-2% -$374K 1.6% 13
2025
Q4 		$15.2M Sell
22,301
-30
-0.1% -$20.3K 1.71% 11
2025
Q3 		$14.9M Sell
22,331
-181
-0.8% -$116K 1.74% 10
2025
Q2 		$13.9M Sell
22,512
-251
-1% -$143K 1.73% 12
2025
Q1 		$12.7M Buy
22,763
+3,320
+17% +$1.95M 1.7% 11
2024
Q4 		$11.4M Buy
19,443
+1,036
+6% +$610K 1.58% 13
2024
Q3 		$10.6M Buy
18,407
+424
+2% +$234K 1.56% 14
2024
Q2 		$9.79M Sell
17,983
-199
-1% -$104K 1.57% 14
2024
Q1 		$9.51M Sell
18,182
-552
-3% -$275K 1.6% 12
2023
Q4 		$8.9M Sell
18,734
-843
-4% -$376K 1.64% 11
2023
Q3 		$8.37M Buy
19,577
+1,521
+8% +$677K 1.71% 12
2023
Q2 		$8M Sell
18,056
-71
-0.4% -$29.8K 1.62% 13
2023
Q1 		$7.42M Sell
18,127
-1,459
-7% -$582K 1.57% 12
2022
Q4 		$7.49M Sell
19,586
-2,260
-10% -$869K 1.65% 11
2022
Q3 		$7.8M Sell
21,846
-446
-2% -$177K 1.93% 8
2022
Q2 		$8.41M Sell
22,292
-19
-0.1% -$7.78K 2.01% 8
2022
Q1 		$10.1M Buy
22,311
+293
+1% +$130K 1.98% 8
2021
Q4 		$10.5M Sell
22,018
-251
-1% -$115K 2% 9
2021
Q3 		$9.56M Buy
22,269
+231
+1% +$102K 2.01% 8
2021
Q2 		$9.43M Sell
22,038
-30
-0.1% -$12.5K 2.04% 9
2021
Q1 		$8.75M Sell
22,068
-26
-0.1% -$10K 2.06% 9
2020
Q4 		$8.26M Buy
22,094
+588
+3% +$209K 2.15% 10
2020
Q3 		$7.2M Buy
21,506
+104
+0.5% +$34.5K 2.21% 9
2020
Q2 		$6.6M Sell
21,402
-70
-0.3% -$20.5K 2.17% 10
2020
Q1 		$5.53M Sell
21,472
-2,532
-11% -$772K 2.18% 10
2019
Q4 		$7.73M Sell
24,004
-232
-1% -$71.4K 2.32% 9
2019
Q3 		$7.19M Buy
24,236
+7,340
+43% +$2.17M 2.32% 9
2019
Q2 		$4.95M Buy
16,896
+134
+0.8% +$38.6K 1.81% 11
2019
Q1 		$4.74M Buy
16,762
+4,428
+36% +$1.2M 1.82% 13
2018
Q4 		$3.08M Buy
12,334
+8,748
+244% +$2.36M 1.44% 16
2018
Q3 		$1.04M Sell
3,586
-60
-2% -$17.1K 0.43% 61
2018
Q2 		$989K Buy
3,646
+98
+3% +$26.5K 0.42% 65
2018
Q1 		$934K Sell
3,548
-75
-2% -$20.5K 0.41% 70
2017
Q4 		$967K Buy
3,623
+708
+24% +$184K 0.42% 61
2017
Q3 		$732K Buy
2,915
+428
+17% +$106K 0.36% 69
2017
Q2 		$601K Buy
2,487
+1,777
+250% +$426K 0.38% 65
2017
Q1 		$167K Sell
710
-300
-30% -$69.7K 0.14% 116
2016
Q4 		$226K Buy
1,010
+635
+169% +$139K 0.17% 103
2016
Q3 		$81K Hold
375
– – 0.07% 132
2016
Q2 		$79K Hold
375
– – 0.07% 131
2016
Q1 		$77K Hold
375
– – 0.07% 130
2015
Q4 		$76K Buy
+375
New +$77K 0.07% 144

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Grove Bank & Trust's SPY Position: Q2 2026 in Review

Grove Bank & Trust increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q2 2026, buying an estimated $734K and bringing the position to 22,763 shares worth $17M. The position accounts for 1.69% of the portfolio, ranked #10.

Grove Bank & Trust first reported a position in SPY in Q4 2015 and has held it in 43 quarters since. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Grove Bank & Trust held 22,763 shares of State Street SPDR S&P 500 ETF Trust worth $17M as of Q2 2026.
  • Grove Bank & Trust bought 1,012 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $734K.
  • State Street SPDR S&P 500 ETF Trust made up 1.69% of Grove Bank & Trust's portfolio in Q2 2026, its #10 holding.
  • Grove Bank & Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 43 quarters since.
  • 1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.