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Moment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moment Partners’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 		$130M Buy
173,384
+6,922
+4% +$5.02M 23.39% 1
2026
Q1 		$109M Buy
166,462
+999
+0.6% +$679K 19.37% 1
2025
Q4 		$113M Buy
165,463
+3,790
+2% +$2.56M 23.28% 1
2025
Q3 		$108M Sell
161,673
-1,232
-0.8% -$790K 19.05% 1
2025
Q2 		$101M Buy
162,905
+12,329
+8% +$7.05M 18.89% 1
2025
Q1 		$84.2M Sell
150,576
-2,206
-1% -$1.3M 16.69% 2
2024
Q4 		$89.5M Buy
+152,782
New +$90M 17.06% 2

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

Moment Partners's SPY Position: Q2 2026 in Review

Moment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q2 2026, buying an estimated $5.02M and bringing the position to 173,384 shares worth $130M. The position accounts for 23.39% of the portfolio, ranked #1.

Moment Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Moment Partners held 173,384 shares of State Street SPDR S&P 500 ETF Trust worth $130M as of Q2 2026.
  • Moment Partners bought 6,922 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.02M.
  • State Street SPDR S&P 500 ETF Trust made up 23.39% of Moment Partners's portfolio in Q2 2026, its #1 holding.
  • Moment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 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 Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.