Manchester Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Manchester Financial’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	$2.88M	Sell	3,850 -140	-4%	-$102K	0.51%	28
2026 Q1	$2.59M	Sell	3,990 -822	-17%	-$559K	0.5%	29
2025 Q4	$3.28M	Sell	4,812 -93	-2%	-$62.9K	0.61%	29
2025 Q3	$3.27M	Buy	4,905 +71	+1%	+$45.5K	0.65%	27
2025 Q2	$2.99M	Buy	4,834 +1,400	+41%	+$800K	0.63%	28
2025 Q1	$1.92M	Sell	3,434 -95	-3%	-$55.8K	0.43%	32
2024 Q4	$2.07M	Buy	3,529 +25	+0.7%	+$14.7K	0.45%	27
2024 Q3	$2.01M	Buy	3,504 +20	+0.6%	+$11.1K	0.44%	28
2024 Q2	$1.9M	Buy	3,484 +13	+0.4%	+$6.8K	0.47%	27
2024 Q1	$1.82M	Sell	3,471 -370	-10%	-$184K	0.47%	27
2023 Q4	$1.83M	Buy	3,841 +520	+16%	+$232K	0.51%	26
2023 Q3	$1.42M	Buy	3,321 +55	+2%	+$24.5K	0.42%	27
2023 Q2	$1.45M	Buy	3,266 +175	+6%	+$73.4K	0.41%	27
2023 Q1	$1.27M	Sell	3,091 -20,360	-87%	-$8.12M	0.37%	31
2022 Q4	$8.97M	Buy	23,451 +612	+3%	+$235K	2.43%	11
2022 Q3	$8.16M	Buy	22,839 +9,014	+65%	+$3.58M	2.35%	12
2022 Q2	$5.21M	Buy	13,825 +10,841	+363%	+$4.44M	2.02%	12
2022 Q1	$1.35M	Sell	2,984 -322	-10%	-$143K	0.48%	34
2021 Q4	$1.57M	Buy	3,306 +121	+4%	+$55.5K	0.55%	31
2021 Q3	$1.37M	Buy	3,185 +1,147	+56%	+$506K	0.52%	33
2021 Q2	$872K	Sell	2,038 -2,016	-50%	-$841K	0.34%	41
2021 Q1	$1.61M	Buy	4,054 +550	+16%	+$212K	0.74%	29
2020 Q4	$1.31M	Sell	3,504 -298	-8%	-$106K	0.81%	29
2020 Q3	$1.27M	Sell	3,802 -4	-0.1%	-$1.33K	0.97%	22
2020 Q2	$1.17M	Sell	3,806 -319	-8%	-$93.4K	0.95%	24
2020 Q1	$1.06M	Buy	4,125 +7	+0.2%	+$2.13K	0.78%	23
2019 Q4	$1.32M	Sell	4,118 -248	-6%	-$76.4K	0.52%	24
2019 Q3	$1.3M	Buy	4,366 +409	+10%	+$121K	0.57%	24
2019 Q2	$1.16M	Buy	3,957 +145	+4%	+$41.8K	0.52%	26
2019 Q1	$1.08M	Sell	3,812 -844	-18%	-$229K	0.52%	24
2018 Q4	$1.16M	Buy	+4,656	New	+$1.26M	0.63%	25

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

Manchester Financial's SPY Position: Q2 2026 in Review

Manchester Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q2 2026, selling an estimated $102K and leaving 3,850 shares worth $2.88M. The position accounts for 0.51% of the portfolio, ranked #28.

Manchester Financial first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.97M in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Manchester Financial held 3,850 shares of State Street SPDR S&P 500 ETF Trust worth $2.88M as of Q2 2026.
Manchester Financial sold 140 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $102K.
State Street SPDR S&P 500 ETF Trust made up 0.51% of Manchester Financial's portfolio in Q2 2026, its #28 holding.
Manchester Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Manchester Financial's State Street SPDR S&P 500 ETF Trust position peaked at $8.97M in Q4 2022.
2,352 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.