Orin Green Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Orin Green Financial’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	$6.7M	Sell	8,968 -89	-1%	-$64.5K	2.47%	11
2026 Q1	$5.89M	Sell	9,057 -3	-0%	-$2.04K	2.42%	12
2025 Q4	$6.18M	Sell	9,060 -130	-1%	-$87.9K	2.47%	10
2025 Q3	$6.12M	Buy	9,190 +251	+3%	+$161K	2.45%	11
2025 Q2	$5.52M	Sell	8,939 -29	-0.3%	-$16.6K	2.34%	11
2025 Q1	$4.61M	Buy	+8,968	New	+$5.27M	2.17%	13
2024 Q4	–	Sell	-8,718	Closed	-$5.14M	–	12
2024 Q3	$5M	Sell	8,718 -10	-0.1%	-$5.53K	2.16%	12
2024 Q2	$4.75M	Buy	+8,728	New	+$4.57M	2.19%	12
2024 Q1	–	Sell	-9,045	Closed	-$4.5M	–	12
2023 Q4	$4.3M	Buy	9,045 +998	+12%	+$445K	2.12%	13
2023 Q3	$3.44M	Sell	8,047 -23	-0.3%	-$10.2K	1.91%	15
2023 Q2	$3.58M	Hold	8,070	–	–	1.87%	15
2023 Q1	$3.3M	Buy	8,070 +282	+4%	+$113K	1.79%	16
2022 Q4	$2.98M	Sell	7,788 -84	-1%	-$32.3K	1.75%	17
2022 Q3	$2.81M	Sell	7,872 -376	-5%	-$149K	1.83%	15
2022 Q2	$3.16M	Buy	8,248 +401	+5%	+$164K	1.98%	16
2022 Q1	$3.54M	Hold	7,847	–	–	2.31%	13
2021 Q4	$3.53M	Sell	7,847 -152	-2%	-$69.8K	2.56%	13
2021 Q3	$3.43M	Buy	7,999 +1	+0%	+$441	2.4%	14
2021 Q2	$3.42M	Buy	7,998 +3	+0%	+$1.25K	2.42%	14
2021 Q1	$3.17M	Hold	7,995	–	–	2.58%	15
2020 Q4	$2.99M	Buy	+7,995	New	+$2.84M	2.37%	16

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Orin Green Financial's SPY Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.98% in Q2 2026, selling an estimated $64.5K and leaving 8,968 shares worth $6.7M. The position accounts for 2.47% of the portfolio, ranked #11.

Orin Green Financial first reported a position in SPY in Q4 2020 and has held it in 21 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Orin Green Financial held 8,968 shares of State Street SPDR S&P 500 ETF Trust worth $6.7M as of Q2 2026.
Orin Green Financial sold 89 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $64.5K.
State Street SPDR S&P 500 ETF Trust made up 2.47% of Orin Green Financial's portfolio in Q2 2026, its #11 holding.
Orin Green Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 21 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.