May Barnhard Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

May Barnhard Investments’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	$510K	Hold	683	–	–	0.21%	66
2026 Q1	$444K	Sell	683 -62	-8%	-$42.2K	0.22%	66
2025 Q4	$508K	Sell	745 -256	-26%	-$173K	0.24%	58
2025 Q3	$667K	Hold	1,001	–	–	0.31%	54
2025 Q2	$618K	Hold	1,001	–	–	0.29%	56
2025 Q1	$560K	Buy	+1,001	New	+$588K	0.28%	54
2024 Q1	–	Sell	-723	Closed	-$344K	–	84
2023 Q4	$344K	Buy	+723	New	+$322K	0.18%	66

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

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

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

May Barnhard Investments's SPY Position: Q2 2026 in Review

May Barnhard Investments held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 683 shares worth $510K. The position accounts for 0.21% of the portfolio, ranked #66.

May Barnhard Investments first reported a position in SPY in Q4 2023 and has held it in 7 quarters since. The position peaked at $667K in Q3 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

May Barnhard Investments held 683 shares of State Street SPDR S&P 500 ETF Trust worth $510K as of Q2 2026.
May Barnhard Investments left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.21% of May Barnhard Investments's portfolio in Q2 2026, its #66 holding.
May Barnhard Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 7 quarters since.
May Barnhard Investments's State Street SPDR S&P 500 ETF Trust position peaked at $667K in Q3 2025.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.