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Harold Davidson & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Harold Davidson & Associates’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 		$228K Sell
305
-131
-30% -$95K 0.1% 58
2026
Q1 		$284K Sell
436
-38
-8% -$25.8K 0.14% 56
2025
Q4 		$323K Sell
474
-14
-3% -$9.46K 0.14% 57
2025
Q3 		$325K Buy
+488
New +$313K 0.15% 59

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

Harold Davidson & Associates's SPY Position: Q2 2026 in Review

Harold Davidson & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 30% in Q2 2026, selling an estimated $95K and leaving 305 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #58.

Harold Davidson & Associates first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. The position peaked at $325K in Q3 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Harold Davidson & Associates held 305 shares of State Street SPDR S&P 500 ETF Trust worth $228K as of Q2 2026.
  • Harold Davidson & Associates sold 131 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $95K.
  • State Street SPDR S&P 500 ETF Trust made up 0.1% of Harold Davidson & Associates's portfolio in Q2 2026, its #58 holding.
  • Harold Davidson & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • Harold Davidson & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $325K 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 Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.