L. Roy Papp & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

L. Roy Papp & 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	$1.59M	Sell	2,133 -21	-1%	-$15.2K	0.17%	83
2026 Q1	$1.4M	Buy	2,154 +171	+9%	+$116K	0.16%	84
2025 Q4	$1.35M	Sell	1,983 -145	-7%	-$98K	0.15%	84
2025 Q3	$1.42M	Sell	2,128 -10	-0.5%	-$6.41K	0.16%	84
2025 Q2	$1.32M	Buy	2,138 +102	+5%	+$58.3K	0.16%	84
2025 Q1	$1.14M	Sell	2,036 -108	-5%	-$63.5K	0.14%	89
2024 Q4	$1.26M	Buy	2,144 +51	+2%	+$30K	0.15%	88
2024 Q3	$1.2M	Hold	2,093	–	–	0.15%	86
2024 Q2	$1.14M	Sell	2,093 -542	-21%	-$284K	0.14%	87
2024 Q1	$1.38M	Buy	2,635 +7	+0.3%	+$3.48K	0.16%	85
2023 Q4	$1.25M	Buy	2,628 +1	+0%	+$445	0.16%	82
2023 Q3	$1.12M	Hold	2,627	–	–	0.15%	84
2023 Q2	$1.16M	Hold	2,627	–	–	0.15%	87
2023 Q1	$1.08M	Hold	2,627	–	–	0.15%	89
2022 Q4	$1M	Buy	2,627 +1	+0%	+$384	0.14%	93
2022 Q3	$938K	Sell	2,626 -10	-0.4%	-$3.97K	0.14%	91
2022 Q2	$994K	Buy	2,636 +855	+48%	+$350K	0.14%	96
2022 Q1	$805K	Buy	1,781 +9	+0.5%	+$4.01K	0.1%	108
2021 Q4	$842K	Sell	1,772 -9	-0.5%	-$4.13K	0.1%	106
2021 Q3	$764K	Sell	1,781 -56	-3%	-$24.7K	0.1%	111
2021 Q2	$786K	Hold	1,837	–	–	0.1%	108
2021 Q1	$728K	Sell	1,837 -107	-6%	-$41.3K	0.1%	107
2020 Q4	$727K	Buy	1,944 +82	+4%	+$29.1K	0.08%	116
2020 Q3	$624K	Sell	1,862 -181	-9%	-$60K	0.08%	116
2020 Q2	$630K	Sell	2,043 -29	-1%	-$8.49K	0.09%	114
2020 Q1	$534K	Buy	2,072 +542	+35%	+$165K	0.1%	118
2019 Q4	$492K	Hold	1,530	–	–	0.07%	128
2019 Q3	$454K	Buy	1,530 +100	+7%	+$29.5K	0.07%	126
2019 Q2	$419K	Buy	1,430 +216	+18%	+$62.2K	0.07%	130
2019 Q1	$343K	Hold	1,214	–	–	0.06%	123
2018 Q4	$303K	Hold	1,214	–	–	0.06%	124
2018 Q3	$353K	Hold	1,214	–	–	0.06%	125
2018 Q2	$329K	Sell	1,214 -2,322	-66%	-$627K	0.06%	127
2018 Q1	$931K	Buy	3,536 +2,559	+262%	+$698K	0.18%	88
2017 Q4	$261K	Buy	+977	New	+$254K	0.05%	133
2017 Q3	–	Sell	-923	Closed	-$223K	–	141
2017 Q2	$223K	Buy	+923	New	+$221K	0.05%	140
2017 Q1	–	Sell	-1,003	Closed	-$224K	–	151
2016 Q4	$224K	Hold	1,003	–	–	0.05%	143
2016 Q3	$217K	Sell	1,003 -18	-2%	-$3.89K	0.05%	141
2016 Q2	$214K	Sell	1,021 -257	-20%	-$53.3K	0.05%	145
2016 Q1	$263K	Hold	1,278	–	–	0.06%	128
2015 Q4	$261K	Hold	1,278	–	–	0.06%	124
2015 Q3	$245K	Buy	+1,278	New	+$259K	0.06%	126
2015 Q2	–	Sell	-7,156	Closed	-$1.48M	–	150
2015 Q1	$1.48M	Buy	7,156 +643	+10%	+$133K	0.32%	64
2014 Q4	$1.34M	Hold	6,513	–	–	0.29%	69
2014 Q3	$1.28M	Hold	6,513	–	–	0.3%	68
2014 Q2	$1.27M	Hold	6,513	–	–	0.29%	71
2014 Q1	$1.22M	Buy	+6,513	New	+$1.2M	0.28%	70
2013 Q4	–	Sell	-6,868	Closed	-$1.15M	–	140
2013 Q3	$1.15M	Hold	6,868	–	–	0.27%	72
2013 Q2	$1.1M	Buy	+6,868	New	+$1.11M	0.27%	71

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

L. Roy Papp & Associates's SPY Position: Q2 2026 in Review

L. Roy Papp & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.97% in Q2 2026, selling an estimated $15.2K and leaving 2,133 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #83.

L. Roy Papp & Associates first reported a position in SPY in Q2 2013 and has held it in 49 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

L. Roy Papp & Associates held 2,133 shares of State Street SPDR S&P 500 ETF Trust worth $1.59M as of Q2 2026.
L. Roy Papp & Associates sold 21 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of L. Roy Papp & Associates's portfolio in Q2 2026, its #83 holding.
L. Roy Papp & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 49 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.