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
2023 Q1	–	Sell	-5,848	Closed	-$2.24M	–	465
2022 Q4	$2.24M	Sell	5,848 -387	-6%	-$149K	1.91%	16
2022 Q3	$2.23M	Sell	6,235 -47	-0.7%	-$18.7K	2.03%	15
2022 Q2	$2.37M	Buy	+6,282	New	+$2.57M	2.04%	16
2022 Q1	–	Sell	-6,424	Closed	-$3.05M	–	481
2021 Q4	$3.05M	Buy	+6,424	New	+$2.95M	2.48%	10

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

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. 4,655 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.
4,655 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.