Monument Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Monument Capital Management’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	$5.57M	Buy	7,460 +6,164	+476%	+$4.47M	1.12%	22
2026 Q1	$843K	Sell	1,296 -13	-1%	-$8.84K	0.21%	104
2025 Q4	$892K	Sell	1,309 -22	-2%	-$14.9K	0.22%	102
2025 Q3	$887K	Sell	1,331 -150	-10%	-$96.2K	0.22%	102
2025 Q2	$915K	Sell	1,481 -1	-0.1%	-$572	0.24%	96
2025 Q1	$829K	Buy	1,482 +60	+4%	+$35.3K	0.25%	92
2024 Q4	$833K	Sell	1,422 -163	-10%	-$96K	0.23%	86
2024 Q3	$909K	Sell	1,585 -183	-10%	-$101K	0.25%	81
2024 Q2	$962K	Sell	1,768 -9,920	-85%	-$5.19M	0.28%	77
2024 Q1	$6.11M	Sell	11,688 -26,159	-69%	-$13M	1.76%	7
2023 Q4	$18M	Sell	37,847 -2,397	-6%	-$1.07M	5.79%	1
2023 Q3	$17.2M	Sell	40,244 -1,047	-3%	-$466K	5.77%	1
2023 Q2	$18.3M	Buy	41,291 +15,673	+61%	+$6.58M	5.84%	2
2023 Q1	$10.5M	Sell	25,618 -28	-0.1%	-$11.2K	3.51%	4
2022 Q4	$9.81M	Sell	25,646 -7,253	-22%	-$2.79M	3.35%	5
2022 Q3	$11.8M	Buy	32,899 +20,884	+174%	+$8.29M	4.41%	4
2022 Q2	$4.53M	Sell	12,015 -40,626	-77%	-$16.6M	1.71%	7
2022 Q1	$23.8M	Buy	52,641 +1,440	+3%	+$641K	7.71%	1
2021 Q4	$24.3M	Buy	51,201 +7,573	+17%	+$3.48M	7.55%	1
2021 Q3	$18.7M	Buy	43,628 +9,983	+30%	+$4.4M	6.37%	2
2021 Q2	$14.4M	Buy	33,645 +10,723	+47%	+$4.48M	4.99%	2
2021 Q1	$9.09M	Buy	22,922 +16,265	+244%	+$6.27M	3.64%	5
2020 Q4	$2.49M	Sell	6,657 -10,232	-61%	-$3.63M	1.15%	38
2020 Q3	$5.66M	Buy	16,889 +10,475	+163%	+$3.47M	2.98%	4
2020 Q2	$1.98M	Buy	+6,414	New	+$1.88M	1.16%	42
2018 Q4	–	Sell	-340	Closed	-$99K	–	278
2018 Q3	$99K	Buy	340 +150	+79%	+$42.7K	0.06%	104
2018 Q2	$52K	Hold	190	–	–	0.04%	94
2018 Q1	$48K	Hold	190	–	–	0.03%	90
2017 Q4	$50K	Buy	+190	New	+$49.4K	0.04%	81

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

Monument Capital Management's SPY Position: Q2 2026 in Review

Monument Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 476% in Q2 2026, buying an estimated $4.47M and bringing the position to 7,460 shares worth $5.57M. The position accounts for 1.12% of the portfolio, ranked #22.

Monument Capital Management first reported a position in SPY in Q4 2017 and has held it in 29 quarters since. The position peaked at $24.3M in Q4 2021. 2,395 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Monument Capital Management held 7,460 shares of State Street SPDR S&P 500 ETF Trust worth $5.57M as of Q2 2026.
Monument Capital Management bought 6,164 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.47M.
State Street SPDR S&P 500 ETF Trust made up 1.12% of Monument Capital Management's portfolio in Q2 2026, its #22 holding.
Monument Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 29 quarters since.
Monument Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $24.3M in Q4 2021.
2,395 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.