Parkside Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Parkside Investments’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	$6.29M	Buy	8,418 +1,807	+27%	+$1.31M	0.7%	42
2026 Q1	$4.3M	Buy	6,611 +2,664	+67%	+$1.81M	0.52%	49
2025 Q4	$2.69M	Sell	3,947 -3,339	-46%	-$2.26M	0.34%	49
2025 Q3	$4.85M	Buy	7,286 +2,955	+68%	+$1.89M	0.61%	45
2025 Q2	$2.68M	Sell	4,331 -123	-3%	-$70.3K	0.36%	51
2025 Q1	$2.49M	Sell	4,454 -185	-4%	-$109K	0.37%	51
2024 Q4	$2.72M	Sell	4,639 -20	-0.4%	-$11.8K	0.41%	50
2024 Q3	$2.67M	Sell	4,659 -2,050	-31%	-$1.13M	0.4%	50
2024 Q2	$3.65M	Buy	6,709 +1,955	+41%	+$1.02M	0.58%	48
2024 Q1	$2.49M	Sell	4,754 -380	-7%	-$189K	0.39%	52
2023 Q4	$2.44M	Sell	5,134 -5	-0.1%	-$2.23K	0.41%	52
2023 Q3	$2.2M	Sell	5,139 -519	-9%	-$231K	0.4%	51
2023 Q2	$2.51M	Buy	5,658 +1,754	+45%	+$736K	0.47%	50
2023 Q1	$1.6M	Sell	3,904 -45	-1%	-$18K	0.3%	55
2022 Q4	$1.51M	Sell	3,949 -38	-1%	-$14.6K	0.3%	53
2022 Q3	$1.42M	Sell	3,987 -542	-12%	-$215K	0.31%	51
2022 Q2	$1.71M	Buy	4,529 +138	+3%	+$56.5K	0.36%	52
2022 Q1	$1.98M	Sell	4,391 -76	-2%	-$33.8K	0.39%	53
2021 Q4	$2.12M	Sell	4,467 -70	-2%	-$32.1K	0.41%	53
2021 Q3	$1.95M	Sell	4,537 -120	-3%	-$52.9K	0.41%	53
2021 Q2	$1.99M	Sell	4,657 -495	-10%	-$207K	0.38%	54
2021 Q1	$2.04M	Sell	5,152 -430	-8%	-$166K	0.42%	53
2020 Q4	$2.09M	Sell	5,582 -698	-11%	-$248K	0.46%	55
2020 Q3	$2.1M	Sell	6,280 -105	-2%	-$34.8K	0.55%	61
2020 Q2	$1.97M	Hold	6,385	–	–	0.52%	63
2020 Q1	$1.65M	Sell	6,385 -900	-12%	-$275K	0.54%	63
2019 Q4	$2.34M	Sell	7,285 -5,540	-43%	-$1.71M	0.57%	63
2019 Q3	$3.81M	Buy	12,825 +1,538	+14%	+$454K	1.02%	42
2019 Q2	$3.31M	Sell	11,287 -1,646	-13%	-$474K	0.86%	49
2019 Q1	$3.65M	Buy	12,933 +459	+4%	+$125K	1%	38
2018 Q4	$3.12M	Buy	12,474 +3,000	+32%	+$809K	1.35%	25
2018 Q3	$2.75M	Buy	9,474 +5,942	+168%	+$1.69M	1.3%	20
2018 Q2	$994K	Buy	3,532 +345	+11%	+$93.2K	0.49%	57
2018 Q1	$839K	Sell	3,187 -970	-23%	-$265K	0.44%	56
2017 Q4	$1.11M	Buy	4,157 +523	+14%	+$136K	0.54%	51
2017 Q3	$913K	Sell	3,634 -790	-18%	-$195K	0.53%	49
2017 Q2	$1.07M	Buy	4,424 +79	+2%	+$18.9K	0.67%	47
2017 Q1	$1.02M	Buy	+4,345	New	+$1.01M	0.72%	45

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 $43.3B AUM 29.3% 1-Year Est. Return

Parkside Investments's SPY Position: Q2 2026 in Review

Parkside Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q2 2026, buying an estimated $1.31M and bringing the position to 8,418 shares worth $6.29M. The position accounts for 0.7% of the portfolio, ranked #42.

Parkside Investments first reported a position in SPY in Q1 2017 and has held it in 38 quarters since. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Parkside Investments held 8,418 shares of State Street SPDR S&P 500 ETF Trust worth $6.29M as of Q2 2026.
Parkside Investments bought 1,807 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.31M.
State Street SPDR S&P 500 ETF Trust made up 0.7% of Parkside Investments's portfolio in Q2 2026, its #42 holding.
Parkside Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 38 quarters since.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.