Patrick M. Sweeney & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Patrick M. Sweeney & Associates’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	$1.42M	Sell	1,899 -9	-0.5%	-$6.53K	0.81%	27
2026 Q1	$1.24M	Sell	1,908 -30	-2%	-$20.4K	0.8%	30
2025 Q4	$1.32M	Sell	1,938 -25	-1%	-$16.9K	0.83%	25
2025 Q3	$1.31M	Hold	1,963	–	–	0.85%	25
2025 Q2	$1.23M	Sell	1,963 -12	-0.6%	-$6.86K	0.84%	25
2025 Q1	$1.1M	Hold	1,975	–	–	0.83%	23
2024 Q4	$1.16M	Sell	1,975 -50	-2%	-$29.5K	0.87%	23
2024 Q3	$1.16M	Buy	2,025 +26	+1%	+$14.4K	0.85%	25
2024 Q2	$1.09M	Sell	1,999 -21	-1%	-$11K	0.88%	24
2024 Q1	$1.06M	Hold	2,020	–	–	0.87%	26
2023 Q4	$960K	Buy	+2,020	New	+$900K	0.88%	28

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

Patrick M. Sweeney & Associates's SPY Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q2 2026, selling an estimated $6.53K and leaving 1,899 shares worth $1.42M. The position accounts for 0.81% of the portfolio, ranked #27.

Patrick M. Sweeney & Associates first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Patrick M. Sweeney & Associates held 1,899 shares of State Street SPDR S&P 500 ETF Trust worth $1.42M as of Q2 2026.
Patrick M. Sweeney & Associates sold 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 0.81% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #27 holding.
Patrick M. Sweeney & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.