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Madison Park Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Madison Park Capital Advisors’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 		$9.76M Buy
13,068
+203
+2% +$147K 6.95% 3
2026
Q1 		$8.37M Buy
12,865
+297
+2% +$202K 6.58% 3
2025
Q4 		$8.57M Buy
12,568
+495
+4% +$335K 6.95% 3
2025
Q3 		$8.04M Buy
12,073
+924
+8% +$592K 6.6% 3
2025
Q2 		$6.89M Buy
11,149
+1,240
+13% +$709K 5.8% 4
2025
Q1 		$5.54M Buy
9,909
+389
+4% +$229K 4.86% 11
2024
Q4 		$5.58M Sell
9,520
-23
-0.2% -$13.6K 4.45% 9
2024
Q3 		$5.48M Buy
9,543
+100
+1% +$55.3K 4.1% 9
2024
Q2 		$5.14M Buy
9,443
+88
+0.9% +$46.1K 4.29% 7
2024
Q1 		$4.89M Sell
9,355
-99
-1% -$49.3K 4.27% 10
2023
Q4 		$4.49M Buy
+9,454
New +$4.21M 4.33% 10

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

Madison Park Capital Advisors's SPY Position: Q2 2026 in Review

Madison Park Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, buying an estimated $147K and bringing the position to 13,068 shares worth $9.76M. The position accounts for 6.95% of the portfolio, ranked #3.

Madison Park Capital Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Madison Park Capital Advisors held 13,068 shares of State Street SPDR S&P 500 ETF Trust worth $9.76M as of Q2 2026.
  • Madison Park Capital Advisors bought 203 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $147K.
  • State Street SPDR S&P 500 ETF Trust made up 6.95% of Madison Park Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Madison Park Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.