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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
Q3 		$16.1M Hold
21,151
– – 0.93% 15
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

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Patriot Investment Management Group's SPY Position: Q3 2026 in Review

Patriot Investment Management Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 21,151 shares worth $16.1M. The position accounts for 0.93% of the portfolio, ranked #15.

Patriot Investment Management Group first reported a position in SPY in Q1 2019 and has held it in 31 quarters since. 777 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Patriot Investment Management Group held 21,151 shares of State Street SPDR S&P 500 ETF Trust worth $16.1M as of Q3 2026.
  • Patriot Investment Management Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.93% of Patriot Investment Management Group's portfolio in Q3 2026, its #15 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 31 quarters since.
  • 777 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.