Paragon Capital Management (Colorado)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.99M Sell
12,280
-477
-4% -$324K 1.68% 14
2025
Q4
$8.7M Sell
12,757
-22
-0.2% -$14.9K 1.73% 14
2025
Q3
$8.51M Sell
12,779
-3,861
-23% -$2.48M 1.6% 13
2025
Q2
$10.3M Sell
16,640
-51
-0.3% -$29.2K 1.86% 13
2025
Q1
$9.34M Buy
16,691
+4
+0% +$2.35K 1.91% 13
2024
Q4
$9.78M Sell
16,687
-211
-1% -$124K 1.95% 13
2024
Q3
$9.7M Sell
16,898
-44
-0.3% -$24.3K 1.9% 12
2024
Q2
$9.22M Buy
16,942
+107
+0.6% +$56K 1.69% 14
2024
Q1
$8.81M Sell
16,835
-197
-1% -$98.1K 1.56% 13
2023
Q4
$8.1M Buy
17,032
+190
+1% +$84.6K 1.66% 13
2023
Q3
$7.2M Sell
16,842
-213
-1% -$94.7K 1.62% 14
2023
Q2
$7.56M Sell
17,055
-431
-2% -$181K 1.64% 13
2023
Q1
$7.16M Sell
17,486
-187
-1% -$74.6K 1.64% 12
2022
Q4
$6.76M Sell
17,673
-471
-3% -$181K 1.8% 13
2022
Q3
$6.48M Sell
18,144
-75
-0.4% -$29.8K 1.85% 11
2022
Q2
$6.87M Sell
18,219
-112
-0.6% -$45.9K 1.92% 12
2022
Q1
$8.28M Sell
18,331
-39
-0.2% -$17.4K 1.55% 12
2021
Q4
$8.72M Sell
18,370
-2,947
-14% -$1.35M 1.4% 13
2021
Q3
$9.15M Sell
21,317
-852
-4% -$376K 1.57% 13
2021
Q2
$9.49M Sell
22,169
-1,076
-5% -$449K 4.43% 5
2021
Q1
$9.21M Sell
23,245
-1,344
-5% -$518K 4.78% 4
2020
Q4
$9.19M Sell
24,589
-247
-1% -$87.6K 5.03% 4
2020
Q3
$8.32M Sell
24,836
-1,230
-5% -$408K 4.54% 5
2020
Q2
$8.04M Buy
26,066
+1,113
+4% +$326K 3.48% 6
2020
Q1
$6.43M Buy
24,953
+448
+2% +$137K 3.65% 5
2019
Q4
$7.89M Buy
24,505
+363
+2% +$112K 4.13% 4
2019
Q3
$7.16M Buy
24,142
+347
+1% +$103K 3.99% 4
2019
Q2
$6.97M Buy
23,795
+21
+0.1% +$6.05K 3.96% 5
2019
Q1
$6.72M Sell
23,774
-19
-0.1% -$5.16K 4.06% 4
2018
Q4
$5.95M Buy
+23,793
New +$6.42M 2.86% 6
2018
Q2
Sell
-32,068
Closed -$8.44M 212
2018
Q1
$8.44M Sell
32,068
-13,783
-30% -$3.76M 3.71% 4
2017
Q4
$12.2M Sell
45,851
-3,529
-7% -$918K 4.83% 4
2017
Q3
$12.4M Buy
49,380
+14,272
+41% +$3.52M 4.77% 4
2017
Q2
$8.49M Sell
35,108
-3,192
-8% -$765K 3.89% 7
2017
Q1
$9.03M Buy
+38,300
New +$8.9M 4.02% 6
2016
Q3
$8.02M Sell
37,084
-6,648
-15% -$1.44M 4.33% 5
2016
Q2
$9.16M Buy
43,732
+11
+0% +$2.28K 5.04% 3
2016
Q1
$8.98M Sell
43,721
-5,100
-10% -$995K 5.5% 3
2015
Q4
$9.95M Buy
48,821
+2,624
+6% +$539K 6.21% 3
2015
Q3
$8.85M Buy
46,197
+5,980
+15% +$1.21M 5.39% 3
2015
Q2
$8.28M Sell
40,217
-230
-0.6% -$48.4K 5.21% 3
2015
Q1
$8.35M Hold
40,447
5.42% 3
2014
Q4
$8.31M Buy
40,447
+1,785
+5% +$359K 5.8% 3
2014
Q3
$7.62M Buy
38,662
+5,030
+15% +$994K 5.3% 3
2014
Q2
$6.58M Buy
33,632
+6,753
+25% +$1.28M 4.53% 3
2014
Q1
$5.03M Buy
26,879
+635
+2% +$117K 3.72% 3
2013
Q4
$4.85M Buy
26,244
+235
+0.9% +$41.6K 3.59% 3
2013
Q3
$4.37M Hold
26,009
3.41% 3
2013
Q2
$4.17M Buy
+26,009
New +$4.19M 3.35% 3

Other funds holding SPY

Paragon Capital Management (Colorado)'s SPY Position: Q1 2026 in Review

Paragon Capital Management (Colorado) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q1 2026, selling an estimated $324K and leaving 12,280 shares worth $7.99M. The position accounts for 1.68% of the portfolio, ranked #14.

Paragon Capital Management (Colorado) first reported a position in SPY in Q2 2013 and has held it in 49 quarters since. The position peaked at $12.4M in Q3 2017. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Paragon Capital Management (Colorado) held 12,280 shares of State Street SPDR S&P 500 ETF Trust worth $7.99M as of Q1 2026.
  • Paragon Capital Management (Colorado) sold 477 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $324K.
  • State Street SPDR S&P 500 ETF Trust made up 1.68% of Paragon Capital Management (Colorado)'s portfolio in Q1 2026, its #14 holding.
  • Paragon Capital Management (Colorado) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 49 quarters since.
  • Paragon Capital Management (Colorado)'s State Street SPDR S&P 500 ETF Trust position peaked at $12.4M in Q3 2017.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2026, filed 15 Apr 2026.