Patriot Investment Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Patriot Investment Management 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	$15.8M	Sell	21,151 -100	-0.5%	-$72.5K	0.92%	18
2026 Q1	$13.8M	Buy	21,251 +1	+0%	+$680	0.88%	20
2025 Q4	$14.5M	Buy	21,250 +16,762	+373%	+$11.3M	0.92%	19
2025 Q3	$2.99M	Sell	4,488 -170	-4%	-$109K	0.2%	55
2025 Q2	$2.88M	Buy	4,658 +170	+4%	+$97.2K	0.2%	55
2025 Q1	$2.51M	Sell	4,488 -55	-1%	-$32.3K	0.19%	55
2024 Q4	$2.66M	Hold	4,543	–	–	0.2%	56
2024 Q3	$2.61M	Sell	4,543 -350	-7%	-$194K	0.19%	54
2024 Q2	$2.66M	Sell	4,893 -112	-2%	-$58.6K	0.21%	51
2024 Q1	$2.62M	Sell	5,005 -100	-2%	-$49.8K	0.21%	52
2023 Q4	$2.43M	Sell	5,105 -11,715	-70%	-$5.22M	0.21%	53
2023 Q3	$7.19M	Sell	16,820 -6,974	-29%	-$3.1M	0.66%	31
2023 Q2	$10.5M	Sell	23,794 -110	-0.5%	-$46.2K	0.89%	21
2023 Q1	$9.79M	Sell	23,904 -49	-0.2%	-$19.6K	0.86%	23
2022 Q4	$9.72M	Buy	23,953 +10,099	+73%	+$3.88M	0.84%	22
2022 Q3	$4.95M	Sell	13,854 -801	-5%	-$318K	0.51%	35
2022 Q2	$5.53M	Buy	14,655 +43	+0.3%	+$17.6K	0.54%	34
2022 Q1	$6.6M	Buy	14,612 +150	+1%	+$66.8K	0.57%	32
2021 Q4	$6.87M	Buy	14,462 +83	+0.6%	+$38.1K	0.58%	31
2021 Q3	$6.17M	Buy	14,379 +155	+1%	+$68.4K	0.56%	30
2021 Q2	$6.09M	Buy	14,224 +423	+3%	+$177K	0.56%	32
2021 Q1	$5.47M	Buy	13,801 +11,802	+590%	+$4.55M	0.54%	33
2020 Q4	$747K	Sell	1,999 -11,929	-86%	-$4.23M	0.11%	91
2020 Q3	$4.66M	Sell	13,928 -49	-0.4%	-$16.2K	0.56%	31
2020 Q2	$4.31M	Buy	13,977 +865	+7%	+$253K	0.55%	34
2020 Q1	$3.38M	Buy	13,112 +143	+1%	+$43.6K	0.51%	38
2019 Q4	$4.17M	Sell	12,969 -821	-6%	-$253K	0.54%	38
2019 Q3	$4.04M	Buy	13,790 +753	+6%	+$222K	0.56%	37
2019 Q2	$3.82M	Sell	13,037 -10	-0.1%	-$2.88K	0.53%	38
2019 Q1	$3.69M	Buy	+13,047	New	+$3.54M	0.54%	39

Other funds holding SPY

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Patriot Investment Management Group's SPY Position: Q2 2026 in Review

Patriot Investment Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q2 2026, selling an estimated $72.5K and leaving 21,151 shares worth $15.8M. The position accounts for 0.92% of the portfolio, ranked #18.

Patriot Investment Management Group first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Patriot Investment Management Group held 21,151 shares of State Street SPDR S&P 500 ETF Trust worth $15.8M as of Q2 2026.
Patriot Investment Management Group sold 100 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $72.5K.
State Street SPDR S&P 500 ETF Trust made up 0.92% of Patriot Investment Management Group's portfolio in Q2 2026, its #18 holding.
Patriot Investment Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 30 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.