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Oak Harvest Investment Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Oak Harvest Investment Services’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
2024
Q4 		– Sell
-200
Closed -$115K – 171
2024
Q3 		$115K Sell
200
-7,300
-97% -$4.04M 0.02% 134
2024
Q2 		$4.08M Buy
+7,500
New +$3.93M 0.63% 51

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Harvest Investment Services's SPY Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 48% in Q2 2026, selling an estimated $736K and leaving 1,108 shares worth $828K. The position accounts for 0.08% of the portfolio, ranked #110.

Oak Harvest Investment Services first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q1 2024. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Oak Harvest Investment Services held 1,108 shares of State Street SPDR S&P 500 ETF Trust worth $828K as of Q2 2026.
  • Oak Harvest Investment Services sold 1,015 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $736K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Oak Harvest Investment Services's portfolio in Q2 2026, its #110 holding.
  • Oak Harvest Investment Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.33M in Q1 2024.
  • 2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.