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

Orrstown Financial 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
2026 Q2	$638K	Hold	855	–	–	0.09%	88
2026 Q1	$556K	Sell	855 -84	-9%	-$57.1K	0.09%	87
2025 Q4	$640K	Sell	939 -20	-2%	-$13.5K	0.11%	88
2025 Q3	$639K	Sell	959 -607	-39%	-$389K	0.11%	84
2025 Q2	$968K	Buy	1,566 +607	+63%	+$347K	0.2%	63
2025 Q1	$536K	Buy	959 +210	+28%	+$123K	0.13%	86
2024 Q4	$439K	Sell	749 -125	-14%	-$73.6K	0.12%	96
2024 Q3	$501K	Buy	+874	New	+$483K	0.15%	94
2021 Q2	–	Sell	-601	Closed	-$241K	–	87
2021 Q1	$241K	Hold	601	–	–	0.34%	74
2020 Q4	$225K	Hold	601	–	–	0.33%	76
2020 Q3	$203K	Buy	+601	New	+$199K	0.32%	79
2019 Q4	–	Sell	-500	Closed	-$146K	–	196
2019 Q3	$146K	Hold	500	–	–	0.2%	88
2019 Q2	$147K	Hold	500	–	–	0.2%	91
2019 Q1	$141K	Sell	500 -267	-35%	-$72.5K	0.2%	93
2018 Q4	$192K	Hold	767	–	–	0.29%	73
2018 Q3	$223K	Hold	767	–	–	0.29%	73
2018 Q2	$208K	Sell	767 -75	-9%	-$20.3K	0.26%	78
2018 Q1	$222K	Buy	842 +250	+42%	+$68.2K	0.26%	81
2017 Q4	$158K	Buy	592 +250	+73%	+$65K	0.18%	88
2017 Q3	$86K	Sell	342 -340	-50%	-$83.8K	0.1%	121
2017 Q2	$165K	Hold	682	–	–	0.18%	87
2017 Q1	$161K	Buy	682 +340	+99%	+$79K	0.16%	90
2016 Q4	$75K	Sell	342 -114	-25%	-$24.9K	0.08%	114
2016 Q3	$99K	Buy	456 +114	+33%	+$24.6K	0.1%	99
2016 Q2	$72K	Sell	342 -270	-44%	-$56K	0.08%	104
2016 Q1	$126K	Sell	612 -2,516	-80%	-$491K	0.14%	83
2015 Q4	$638K	Buy	3,128 +583	+23%	+$120K	0.69%	61
2015 Q3	$488K	Sell	2,545 -100	-4%	-$20.3K	0.57%	66
2015 Q2	$544K	Sell	2,645 -200	-7%	-$42.1K	0.59%	62
2015 Q1	$587K	Hold	2,845	–	–	0.63%	62
2014 Q4	$585K	Sell	2,845 -400	-12%	-$80.4K	0.62%	59
2014 Q3	$639K	Sell	3,245 -100	-3%	-$19.8K	0.69%	56
2014 Q2	$655K	Buy	3,345 +170	+5%	+$32.3K	0.69%	53
2014 Q1	$594K	Sell	3,175 -498	-14%	-$91.4K	0.63%	58
2013 Q4	$678K	Sell	3,673 -700	-16%	-$124K	0.71%	58
2013 Q3	$735K	Buy	+4,373	New	+$733K	0.83%	50

Other funds holding SPY

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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 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

Orrstown Financial Services's SPY Position: Q2 2026 in Review

Orrstown Financial Services held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 855 shares worth $638K. The position accounts for 0.09% of the portfolio, ranked #88.

Orrstown Financial Services first reported a position in SPY in Q3 2013 and has held it in 36 quarters since. The position peaked at $968K in Q2 2025. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Orrstown Financial Services held 855 shares of State Street SPDR S&P 500 ETF Trust worth $638K as of Q2 2026.
Orrstown Financial Services left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Orrstown Financial Services's portfolio in Q2 2026, its #88 holding.
Orrstown Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 36 quarters since.
Orrstown Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $968K in Q2 2025.
1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.