Paladin Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Paladin Advisory Group’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	$3.44M	Sell	4,606 -107	-2%	-$77.6K	2.28%	14
2026 Q1	$3.07M	Sell	4,713 -272	-5%	-$185K	2.33%	13
2025 Q4	$3.4M	Sell	4,985 -171	-3%	-$116K	2.48%	12
2025 Q3	$3.43M	Sell	5,156 -33	-0.6%	-$21.2K	2.68%	12
2025 Q2	$3.21M	Sell	5,189 -36	-0.7%	-$20.6K	2.45%	13
2025 Q1	$2.92M	Buy	5,225 +23	+0.4%	+$13.5K	2.34%	12
2024 Q4	$3.05M	Sell	5,202 -37	-0.7%	-$21.8K	2.33%	13
2024 Q3	$3.01M	Sell	5,239 -5	-0.1%	-$2.77K	2.22%	16
2024 Q2	$2.86M	Buy	5,244 +113	+2%	+$59.1K	2.23%	14
2024 Q1	$2.68M	Sell	5,131 -25	-0.5%	-$12.4K	2.12%	17
2023 Q4	$2.45M	Sell	5,156 -471	-8%	-$210K	2.02%	18
2023 Q3	$2.41M	Sell	5,627 -212	-4%	-$94.3K	2.03%	16
2023 Q2	$2.59M	Sell	5,839 -9	-0.2%	-$3.78K	2.08%	16
2023 Q1	$2.39M	Buy	+5,848	New	+$2.33M	1.99%	15
2022 Q2	–	Sell	-6,364	Closed	-$2.61M	–	483
2022 Q1	$2.88M	Buy	+6,364	New	+$2.83M	2.34%	10

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Paladin Advisory Group's SPY Position: Q2 2026 in Review

Paladin Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, selling an estimated $77.6K and leaving 4,606 shares worth $3.44M. The position accounts for 2.28% of the portfolio, ranked #14.

Paladin Advisory Group first reported a position in SPY in Q1 2022 and has held it in 15 quarters since. 2,288 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Paladin Advisory Group held 4,606 shares of State Street SPDR S&P 500 ETF Trust worth $3.44M as of Q2 2026.
Paladin Advisory Group sold 107 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $77.6K.
State Street SPDR S&P 500 ETF Trust made up 2.28% of Paladin Advisory Group's portfolio in Q2 2026, its #14 holding.
Paladin Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 15 quarters since.
2,288 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.