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Macroview Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Macroview Investment Management’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 		$10.7M Buy
14,277
+979
+7% +$710K 6.58% 1
2026
Q1 		$8.65M Buy
13,298
+681
+5% +$463K 6.01% 1
2025
Q4 		$8.6M Buy
12,617
+5,339
+73% +$3.61M 5.88% 1
2025
Q3 		$4.85M Buy
7,278
+1,637
+29% +$1.05M 3.61% 8
2025
Q2 		$3.49M Buy
5,641
+1,426
+34% +$815K 2.84% 11
2025
Q1 		$2.36M Sell
4,215
-6,826
-62% -$4.01M 2.2% 15
2024
Q4 		$6.47M Buy
11,041
+82
+0.7% +$48.3K 6.52% 1
2024
Q3 		$6.29M Buy
10,959
+770
+8% +$426K 6.15% 1
2024
Q2 		$5.55M Buy
10,189
+4,278
+72% +$2.24M 5.87% 1
2024
Q1 		$3.09M Buy
5,911
+2,610
+79% +$1.3M 3.4% 4
2023
Q4 		$1.57M Buy
3,301
+852
+35% +$380K 1.85% 16
2023
Q3 		$1.05M Buy
2,449
+1,673
+216% +$744K 1.4% 21
2023
Q2 		$344K Buy
776
+6
+0.8% +$2.52K 0.53% 42
2023
Q1 		$315K Sell
770
-177
-19% -$70.6K 0.51% 41
2022
Q4 		$362K Buy
947
+138
+17% +$53K 0.62% 37
2022
Q3 		$289K Sell
809
-242
-23% -$96.1K 0.53% 43
2022
Q2 		$397K Sell
1,051
-433
-29% -$177K 0.65% 40
2022
Q1 		$670K Sell
1,484
-193
-12% -$85.9K 0.96% 30
2021
Q4 		$796K Buy
1,677
+29
+2% +$13.3K 1.02% 26
2021
Q3 		$707K Sell
1,648
-18
-1% -$7.94K 0.91% 30
2021
Q2 		$713K Buy
1,666
+5
+0.3% +$2.09K 0.96% 28
2021
Q1 		$658K Sell
1,661
-9
-0.5% -$3.47K 0.94% 25
2020
Q4 		$624K Sell
1,670
-51
-3% -$18.1K 0.93% 26
2020
Q3 		$576K Sell
1,721
-232
-12% -$76.9K 0.99% 24
2020
Q2 		$602K Sell
1,953
-8,678
-82% -$2.54M 1.27% 19
2020
Q1 		$2.74M Buy
10,631
+1,559
+17% +$476K 5.86% 4
2019
Q4 		$2.92M Sell
9,072
-271
-3% -$83.4K 6.07% 3
2019
Q3 		$2.77M Sell
9,343
-504
-5% -$149K 6% 3
2019
Q2 		$2.88M Sell
9,847
-807
-8% -$232K 7.49% 2
2019
Q1 		$3.01M Sell
10,654
-373
-3% -$101K 7.47% 2
2018
Q4 		$2.76M Buy
11,027
+24
+0.2% +$6.47K 8.79% 1
2018
Q3 		$3.2M Sell
11,003
-367
-3% -$105K 10.01% 1
2018
Q2 		$3.08M Sell
11,370
-480
-4% -$130K 10.78% 1
2018
Q1 		$3.12M Sell
11,850
-2,132
-15% -$582K 11.13% 1
2017
Q4 		$3.73M Sell
13,982
-423
-3% -$110K 17.69% 1
2017
Q3 		$3.62M Buy
14,405
+260
+2% +$64.1K 17.95% 1
2017
Q2 		$3.42M Sell
14,145
-398
-3% -$95.4K 18.42% 1
2017
Q1 		$3.43M Buy
14,543
+456
+3% +$106K 19.75% 1
2016
Q4 		$3.15M Sell
14,087
-364
-3% -$79.5K 17.17% 1
2016
Q3 		$3.13M Sell
14,451
-1,753
-11% -$379K 13.9% 2
2016
Q2 		$3.39M Sell
16,204
-5,305
-25% -$1.1M 15.04% 2
2016
Q1 		$4.42M Buy
21,509
+3,742
+21% +$730K 19.14% 1
2015
Q4 		$3.62M Buy
+17,767
New +$3.65M 11.57% 1
2014
Q4 		– Sell
-245
Closed -$48K – 267
2014
Q3 		$48K Sell
245
-50
-17% -$9.88K 0.06% 46
2014
Q2 		$58K Sell
295
-225
-43% -$42.8K 0.08% 44
2014
Q1 		$97K Sell
520
-5,870
-92% -$1.08M 0.15% 39
2013
Q4 		$1.18M Buy
6,390
+2,475
+63% +$438K 2.11% 15
2013
Q3 		$658K Buy
3,915
+2,465
+170% +$413K 1.13% 14
2013
Q2 		$233K Buy
+1,450
New +$234K 0.24% 18

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Macroview Investment Management's SPY Position: Q2 2026 in Review

Macroview Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.4% in Q2 2026, buying an estimated $710K and bringing the position to 14,277 shares worth $10.7M. The position accounts for 6.58% of the portfolio, ranked #1.

Macroview Investment Management first reported a position in SPY in Q2 2013 and has held it in 49 quarters since. 2,073 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Macroview Investment Management held 14,277 shares of State Street SPDR S&P 500 ETF Trust worth $10.7M as of Q2 2026.
  • Macroview Investment Management bought 979 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $710K.
  • State Street SPDR S&P 500 ETF Trust made up 6.58% of Macroview Investment Management's portfolio in Q2 2026, its #1 holding.
  • Macroview Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 49 quarters since.
  • 2,073 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.