Peachtree Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Peachtree Investment Partners’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	$7.14M	Buy	9,566 +2,421	+34%	+$1.76M	2.29%	15
2026 Q1	$4.65M	Sell	7,145 -104	-1%	-$70.7K	1.77%	16
2025 Q4	$4.94M	Buy	+7,249	New	+$4.9M	1.64%	16
2025 Q2	–	Sell	-7,878	Closed	-$4.41M	–	132
2025 Q1	$4.41M	Sell	7,878 -26	-0.3%	-$15.3K	1.74%	15
2024 Q4	$4.63M	Sell	7,904 -120	-1%	-$70.7K	1.74%	14
2024 Q3	$4.6M	Sell	8,024 -399	-5%	-$221K	1.73%	13
2024 Q2	$4.58M	Sell	8,423 -40	-0.5%	-$20.9K	1.8%	13
2024 Q1	$4.43M	Sell	8,463 -87	-1%	-$43.3K	1.79%	14
2023 Q4	$4.06M	Buy	+8,550	New	+$3.81M	1.67%	15
2023 Q3	–	Sell	-1,018	Closed	-$451K	–	111
2023 Q2	$451K	Sell	1,018 -25	-2%	-$10.5K	0.21%	57
2023 Q1	$427K	Buy	1,043 +35	+3%	+$14K	0.27%	53
2022 Q4	$386K	Hold	1,008	–	–	0.24%	56
2022 Q3	$360K	Sell	1,008 -534	-35%	-$212K	0.24%	47
2022 Q2	$582K	Sell	1,542 -6,148	-80%	-$2.52M	0.36%	45
2022 Q1	$3.47M	Buy	7,690 +5,623	+272%	+$2.5M	1.6%	16
2021 Q4	$982K	Buy	2,067 +156	+8%	+$71.6K	0.41%	38
2021 Q3	$820K	Sell	1,911 -275	-13%	-$121K	0.4%	40
2021 Q2	$936K	Buy	2,186 +801	+58%	+$334K	0.46%	36
2021 Q1	$549K	Sell	1,385 -647	-32%	-$250K	0.32%	47
2020 Q4	$760K	Buy	+2,032	New	+$721K	0.44%	37
2020 Q3	–	Sell	-1,758	Closed	-$542K	–	81
2020 Q2	$542K	Buy	1,758 +725	+70%	+$212K	0.44%	37
2020 Q1	$266K	Sell	1,033 -9,996	-91%	-$3.05M	0.27%	44
2019 Q4	$3.55M	Buy	11,029 +5,745	+109%	+$1.77M	2.45%	12
2019 Q3	$1.57M	Buy	5,284 +284	+6%	+$83.9K	1.25%	18
2019 Q2	$1.47M	Buy	+5,000	New	+$1.44M	1.15%	23
2019 Q1	–	Sell	-250	Closed	-$662K	–	67
2018 Q4	$662K	Buy	+250	New	+$67.4K	0.75%	30

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

Peachtree Investment Partners's SPY Position: Q2 2026 in Review

Peachtree Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q2 2026, buying an estimated $1.76M and bringing the position to 9,566 shares worth $7.14M. The position accounts for 2.29% of the portfolio, ranked #15.

Peachtree Investment Partners first reported a position in SPY in Q4 2018 and has held it in 26 quarters since. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Peachtree Investment Partners held 9,566 shares of State Street SPDR S&P 500 ETF Trust worth $7.14M as of Q2 2026.
Peachtree Investment Partners bought 2,421 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.76M.
State Street SPDR S&P 500 ETF Trust made up 2.29% of Peachtree Investment Partners's portfolio in Q2 2026, its #15 holding.
Peachtree Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 26 quarters since.
4,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.