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Newman Dignan & Sheerar Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Newman Dignan & Sheerar Inc’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 		$3.38M Sell
4,521
-29
-0.6% -$21K 0.65% 40
2026
Q1 		$2.96M Sell
4,550
-19
-0.4% -$12.9K 0.62% 39
2025
Q4 		$3.12M Sell
4,569
-18
-0.4% -$12.2K 0.65% 37
2025
Q3 		$3.06M Sell
4,587
-79
-2% -$50.6K 0.66% 38
2025
Q2 		$2.88M Buy
4,666
+256
+6% +$146K 0.66% 39
2025
Q1 		$2.47M Sell
4,410
-14
-0.3% -$8.23K 0.67% 42
2024
Q4 		$2.59M Sell
4,424
-109
-2% -$64.2K 0.66% 41
2024
Q3 		$2.63M Buy
4,533
+6
+0.1% +$3.32K 0.63% 42
2024
Q2 		$2.46M Buy
4,527
+45
+1% +$23.6K 0.64% 44
2024
Q1 		$2.34M Sell
4,482
-282
-6% -$140K 0.63% 45
2023
Q4 		$2.26M Sell
4,764
-12
-0.3% -$5.34K 0.68% 44
2023
Q3 		$2.04M Sell
4,776
-106
-2% -$47.1K 0.67% 44
2023
Q2 		$2.16M Sell
4,882
-1
-0% -$420 0.67% 42
2023
Q1 		$2M Buy
4,883
+24
+0.5% +$9.58K 0.64% 45
2022
Q4 		$1.86M Buy
4,859
+97
+2% +$37.3K 0.62% 46
2022
Q3 		$1.7K Buy
4,762
+153
+3% +$60.8K 0.27% 50
2022
Q2 		$1.74M Hold
4,609
– – 0.59% 53
2022
Q1 		$2.08K Buy
4,609
+1
+0% +$445 0.4% 46
2021
Q4 		$2.19M Buy
4,608
+11
+0.2% +$5.05K 0.66% 42
2021
Q3 		$1.97M Hold
4,597
– – 0.57% 44
2021
Q2 		$1.97M Sell
4,597
-11
-0.2% -$4.59K 0.66% 44
2021
Q1 		$1.83M Sell
4,608
-7
-0.2% -$2.7K 0.66% 45
2020
Q4 		$1.73K Sell
4,615
-37
-0.8% -$13.1K 0.28% 46
2020
Q3 		$1.56M Buy
4,652
+35
+0.8% +$11.6K 0.65% 43
2020
Q2 		$1.5M Buy
4,617
+10
+0.2% +$2.93K 0.65% 45
2020
Q1 		$1.28M Buy
4,607
+127
+3% +$38.7K 0.67% 41
2019
Q4 		$1.44K Buy
4,480
+94
+2% +$28.9K 0.15% 47
2019
Q3 		$1.3M Buy
4,386
+88
+2% +$26K 0.61% 43
2019
Q2 		$1.26K Buy
4,298
+13
+0.3% +$3.74K 0.03% 48
2019
Q1 		$1.21M Sell
4,285
-115
-3% -$31.2K 0.49% 51
2018
Q4 		$11K Buy
4,400
+232
+6% +$62.6K 0.93% 4
2018
Q3 		$1.2M Hold
4,168
– – 0.53% 52
2018
Q2 		$1.13K Sell
4,168
-40
-1% -$10.8K 0.08% 49
2018
Q1 		$1.12M Buy
4,208
+165
+4% +$45K 0.56% 49
2017
Q4 		$1.08M Sell
4,043
-30
-0.7% -$7.8K 0.54% 53
2017
Q3 		$1.02M Buy
4,073
+9
+0.2% +$2.22K 0.55% 53
2017
Q2 		$983K Buy
4,064
+1
+0% +$240 0.55% 57
2017
Q1 		$958 Sell
4,063
-105
-3% -$24.4K 0.42% 57
2016
Q4 		$932K Buy
4,168
+35
+0.8% +$7.65K 0.57% 54
2016
Q3 		$894K Sell
4,133
-6
-0.1% -$1.3K 0.56% 53
2016
Q2 		$867K Hold
4,139
– – 0.54% 51
2016
Q1 		$851K Buy
4,139
+375
+10% +$73.2K 0.62% 45
2015
Q4 		$767K Buy
3,764
+170
+5% +$34.9K 0.54% 53
2015
Q3 		$689K Sell
3,594
-460
-11% -$93.3K 0.44% 54
2015
Q2 		$835K Buy
4,054
+190
+5% +$39.9K 0.6% 47
2015
Q1 		$798K Hold
3,864
– – 0.57% 51
2014
Q4 		$794 Hold
3,864
– – 0.47% 55
2014
Q3 		$761K Buy
3,864
+100
+3% +$19.8K 0.57% 58
2014
Q2 		$737 Buy
3,764
+200
+6% +$38K 0.42% 63
2014
Q1 		$667K Sell
3,564
-156
-4% -$28.6K 0.47% 67
2013
Q4 		$687 Sell
3,720
-144
-4% -$25.5K 0.03% 66
2013
Q3 		$649K Hold
3,864
– – 0.5% 64
2013
Q2 		$620 Buy
+3,864
New +$622K 0.05% 62

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Newman Dignan & Sheerar Inc's SPY Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.64% in Q2 2026, selling an estimated $21K and leaving 4,521 shares worth $3.38M. The position accounts for 0.65% of the portfolio, ranked #40.

Newman Dignan & Sheerar Inc first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 4,521 shares of State Street SPDR S&P 500 ETF Trust worth $3.38M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
  • State Street SPDR S&P 500 ETF Trust made up 0.65% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #40 holding.
  • Newman Dignan & Sheerar Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • 1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.