Nelson Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Nelson Capital Management's SPY Position: Q2 2026 in Review
Nelson Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $122K and leaving 14,592 shares worth $10.9M. The position accounts for 1.2% of the portfolio, ranked #17.
Nelson Capital Management first reported a position in SPY in Q1 2018 and has held it in 34 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Nelson Capital Management held 14,592 shares of State Street SPDR S&P 500 ETF Trust worth $10.9M as of Q2 2026.
- Nelson Capital Management sold 168 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $122K.
- State Street SPDR S&P 500 ETF Trust made up 1.2% of Nelson Capital Management's portfolio in Q2 2026, its #17 holding.
- Nelson Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 34 quarters since.
- 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.