Moisand Fitzgerald Tamayo’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moisand Fitzgerald Tamayo’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	$1.71M	Hold	2,293	–	–	0.17%	46
2026 Q1	$1.49M	Sell	2,293 -22	-1%	-$15K	0.16%	46
2025 Q4	$1.58M	Hold	2,315	–	–	0.18%	44
2025 Q3	$1.54M	Sell	2,315 -14	-0.6%	-$8.97K	0.18%	45
2025 Q2	$1.44M	Hold	2,329	–	–	0.18%	42
2025 Q1	$1.3M	Hold	2,329	–	–	0.18%	42
2024 Q4	$1.37M	Hold	2,329	–	–	0.19%	44
2024 Q3	$1.34M	Sell	2,329 -74	-3%	-$40.9K	0.18%	44
2024 Q2	$1.31M	Buy	2,403 +49	+2%	+$25.6K	0.2%	43
2024 Q1	$1.23M	Hold	2,354	–	–	0.19%	45
2023 Q4	$1.12M	Sell	2,354 -8	-0.3%	-$3.56K	0.19%	46
2023 Q3	$1.01M	Buy	2,362 +63	+3%	+$28K	0.21%	42
2023 Q2	$1.02M	Sell	2,299 -75	-3%	-$31.5K	0.21%	43
2023 Q1	$972K	Hold	2,374	–	–	0.21%	46
2022 Q4	$908K	Hold	2,374	–	–	0.21%	52
2022 Q3	$848K	Hold	2,374	–	–	0.23%	49
2022 Q2	$896K	Buy	2,374 +1,093	+85%	+$448K	0.24%	47
2022 Q1	$579K	Sell	1,281 -45	-3%	-$20K	0.26%	50
2021 Q4	$630K	Sell	1,326 -4	-0.3%	-$1.84K	0.18%	59
2021 Q3	$571K	Sell	1,330 -29	-2%	-$12.8K	0.19%	60
2021 Q2	$582K	Hold	1,359	–	–	0.21%	56
2021 Q1	$539K	Sell	1,359 -6	-0.4%	-$2.31K	0.23%	54
2020 Q4	$510K	Buy	1,365 +6	+0.4%	+$2.13K	0.23%	55
2020 Q3	$455K	Hold	1,359	–	–	0.24%	52
2020 Q2	$419K	Buy	1,359 +18	+1%	+$5.27K	0.23%	52
2020 Q1	$346K	Sell	1,341 -604	-31%	-$184K	0.23%	55
2019 Q4	$626K	Sell	1,945 -8	-0.4%	-$2.46K	0.32%	49
2019 Q3	$580K	Hold	1,953	–	–	0.31%	49
2019 Q2	$572K	Hold	1,953	–	–	0.31%	49
2019 Q1	$552K	Buy	1,953 +41	+2%	+$11.1K	0.31%	48
2018 Q4	$478K	Sell	1,912 -166	-8%	-$44.8K	0.3%	50
2018 Q3	$604K	Buy	2,078 +167	+9%	+$47.6K	0.34%	46
2018 Q2	$518K	Hold	1,911	–	–	0.3%	49
2018 Q1	$503K	Hold	1,911	–	–	0.3%	50
2017 Q4	$510K	Hold	1,911	–	–	0.3%	40
2017 Q3	$480K	Hold	1,911	–	–	0.29%	41
2017 Q2	$462K	Sell	1,911 -416	-18%	-$99.7K	0.31%	40
2017 Q1	$549K	Buy	2,327 +164	+8%	+$38.1K	0.39%	37
2016 Q4	$484K	Sell	2,163 -318	-13%	-$69.5K	0.36%	38
2016 Q3	$537K	Hold	2,481	–	–	0.41%	37
2016 Q2	$520K	Sell	2,481 -189	-7%	-$39.2K	0.42%	37
2016 Q1	$549K	Sell	2,670 -260	-9%	-$50.7K	0.44%	36
2015 Q4	$597K	Buy	+2,930	New	+$602K	0.51%	35

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

Moisand Fitzgerald Tamayo's SPY Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 2,293 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #46.

Moisand Fitzgerald Tamayo first reported a position in SPY in Q4 2015 and has held it in 43 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Moisand Fitzgerald Tamayo held 2,293 shares of State Street SPDR S&P 500 ETF Trust worth $1.71M as of Q2 2026.
Moisand Fitzgerald Tamayo 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 0.17% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #46 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 43 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 Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.