Main Street Research’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Main Street Research’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	$2.6M	Buy	3,485 +222	+7%	+$161K	0.12%	48
2026 Q1	$2.12M	Buy	3,263 +600	+23%	+$408K	0.12%	51
2025 Q4	$1.82M	Buy	2,663 +9	+0.3%	+$6.08K	0.1%	47
2025 Q3	$1.77M	Sell	2,654 -17	-0.6%	-$10.9K	0.1%	53
2025 Q2	$1.66M	Buy	2,671 +499	+23%	+$285K	0.1%	49
2025 Q1	$1.22M	Sell	2,172 -159	-7%	-$93.5K	0.08%	54
2024 Q4	$1.37M	Buy	2,331 +206	+10%	+$121K	0.09%	54
2024 Q3	$1.22M	Sell	2,125 -1,452	-41%	-$803K	0.08%	55
2024 Q2	$1.95M	Buy	3,577 +603	+20%	+$316K	0.13%	46
2024 Q1	$1.56M	Buy	2,974 +174	+6%	+$86.6K	0.11%	50
2023 Q4	$1.34M	Buy	2,800 +1,102	+65%	+$491K	0.11%	52
2023 Q3	$729K	Sell	1,698 -748	-31%	-$333K	0.08%	57
2023 Q2	$1.09M	Buy	2,446 +206	+9%	+$86.5K	0.17%	45
2023 Q1	$920K	Buy	2,240 +653	+41%	+$261K	0.18%	42
2022 Q4	$610K	Sell	1,587 -296	-16%	-$114K	0.15%	51
2022 Q3	$673K	Buy	1,883 +1,284	+214%	+$510K	0.15%	47
2022 Q2	$226K	Sell	599 -888	-60%	-$364K	0.06%	79
2022 Q1	$671K	Buy	1,487 +487	+49%	+$217K	0.06%	58
2021 Q4	$475K	Buy	1,000 +261	+35%	+$120K	0.04%	85
2021 Q3	$317K	Sell	739 -36	-5%	-$15.9K	0.03%	102
2021 Q2	$332K	Buy	775 +82	+12%	+$34.2K	0.03%	101
2021 Q1	$275K	Sell	693 -196	-22%	-$75.6K	0.03%	106
2020 Q4	$332K	Sell	889 -118	-12%	-$41.9K	0.04%	93
2020 Q3	$337K	Sell	1,007 -658	-40%	-$218K	0.04%	86
2020 Q2	$513K	Buy	1,665 +381	+30%	+$112K	0.08%	63
2020 Q1	$331K	Buy	1,284 +485	+61%	+$148K	0.08%	62
2019 Q4	$257K	Hold	799	–	–	0.04%	85
2019 Q3	$237K	Buy	799 +88	+12%	+$26K	0.04%	88
2019 Q2	$208K	Sell	711 -500	-41%	-$144K	0.05%	89
2019 Q1	$342K	Hold	1,211	–	–	0.11%	64
2018 Q4	$303K	Sell	1,211 -520	-30%	-$140K	0.12%	62
2018 Q3	$503K	Buy	1,731 +400	+30%	+$114K	0.07%	66
2018 Q2	$361K	Buy	1,331 +50	+4%	+$13.5K	0.06%	82
2018 Q1	$337K	Buy	+1,281	New	+$350K	0.05%	84
2017 Q1	–	Sell	-1,732	Closed	-$387K	–	117
2016 Q4	$387K	Buy	+1,732	New	+$378K	0.08%	83
2016 Q3	–	Sell	-1,871	Closed	-$392K	–	109
2016 Q2	$392K	Buy	+1,871	New	+$388K	0.08%	82

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Main Street Research's SPY Position: Q2 2026 in Review

Main Street Research increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.8% in Q2 2026, buying an estimated $161K and bringing the position to 3,485 shares worth $2.6M. The position accounts for 0.12% of the portfolio, ranked #48.

Main Street Research first reported a position in SPY in Q2 2016 and has held it in 36 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Main Street Research held 3,485 shares of State Street SPDR S&P 500 ETF Trust worth $2.6M as of Q2 2026.
Main Street Research bought 222 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $161K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Main Street Research's portfolio in Q2 2026, its #48 holding.
Main Street Research first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 36 quarters since.
2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.