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

Impact Capital 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	$3.11M	Buy	4,165 +112	+3%	+$81.2K	0.85%	24
2026 Q1	$2.64M	Buy	4,053 +74	+2%	+$50.3K	0.8%	29
2025 Q4	$2.71M	Buy	3,979 +572	+17%	+$387K	0.8%	31
2025 Q3	$2.27M	Buy	3,407 +30	+0.9%	+$19.2K	0.68%	37
2025 Q2	$2.09M	Buy	3,377 +1,024	+44%	+$585K	0.68%	38
2025 Q1	$1.32M	Sell	2,353 -403	-15%	-$237K	0.48%	54
2024 Q4	$1.62M	Buy	+2,756	New	+$1.62M	0.57%	46

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

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

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 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

Impact Capital Partners's SPY Position: Q2 2026 in Review

Impact Capital Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q2 2026, buying an estimated $81.2K and bringing the position to 4,165 shares worth $3.11M. The position accounts for 0.85% of the portfolio, ranked #24.

Impact Capital Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Impact Capital Partners held 4,165 shares of State Street SPDR S&P 500 ETF Trust worth $3.11M as of Q2 2026.
Impact Capital Partners bought 112 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $81.2K.
State Street SPDR S&P 500 ETF Trust made up 0.85% of Impact Capital Partners's portfolio in Q2 2026, its #24 holding.
Impact Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.