Perkins Coie Trust Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Perkins Coie Trust Company’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	$126K	Hold	169	–	–	0.02%	129
2026 Q1	$110K	Hold	169	–	–	0.02%	131
2025 Q4	$115K	Hold	169	–	–	0.02%	132
2025 Q3	$113K	Hold	169	–	–	0.02%	129
2025 Q2	$104K	Hold	169	–	–	0.02%	152
2025 Q1	$94.5K	Hold	169	–	–	0.02%	150
2024 Q4	$99K	Hold	169	–	–	0.02%	146
2024 Q3	$97K	Hold	169	–	–	0.02%	155
2024 Q2	$92K	Hold	169	–	–	0.02%	153
2024 Q1	$88.4K	Hold	169	–	–	0.02%	139
2023 Q4	$80.3K	Sell	169 -339	-67%	-$151K	0.02%	141
2023 Q3	$217K	Buy	508 +339	+201%	+$151K	0.06%	94
2023 Q2	$74.9K	Sell	169 -4	-2%	-$1.68K	0.02%	114
2023 Q1	$70.8K	Hold	173	–	–	0.02%	114
2022 Q4	$66.2K	Hold	173	–	–	0.02%	116
2022 Q3	$62K	Hold	173	–	–	0.02%	117
2022 Q2	$65K	Sell	173 -5	-3%	-$2.05K	0.02%	113
2022 Q1	$80K	Sell	178 -48	-21%	-$21.4K	0.02%	114
2021 Q4	$107K	Sell	226 -255	-53%	-$117K	0.03%	100
2021 Q3	$206K	Buy	481 +228	+90%	+$101K	0.06%	95
2021 Q2	$108K	Sell	253 -5	-2%	-$2.09K	0.03%	110
2021 Q1	$102K	Hold	258	–	–	0.03%	111
2020 Q4	$96K	Sell	258 -1,518	-85%	-$539K	0.03%	115
2020 Q3	$595K	Sell	1,776 -85	-5%	-$28.2K	0.24%	65
2020 Q2	$574K	Hold	1,861	–	–	0.24%	70
2020 Q1	$480K	Hold	1,861	–	–	0.24%	76
2019 Q4	$599K	Hold	1,861	–	–	0.25%	73
2019 Q3	$552K	Sell	1,861 -149	-7%	-$44K	0.24%	72
2019 Q2	$589K	Sell	2,010 -100	-5%	-$28.8K	0.27%	72
2019 Q1	$596K	Sell	2,110 -35	-2%	-$9.51K	0.28%	70
2018 Q4	$536K	Hold	2,145	–	–	0.28%	69
2018 Q3	$624K	Sell	2,145 -74	-3%	-$21.1K	0.29%	70
2018 Q2	$602K	Sell	2,219 -204	-8%	-$55.1K	0.3%	71
2018 Q1	$638K	Sell	2,423 -1,715	-41%	-$468K	0.32%	68
2017 Q4	$1.1M	Sell	4,138 -180	-4%	-$46.8K	0.55%	60
2017 Q3	$1.08M	Hold	4,318	–	–	0.56%	59
2017 Q2	$1.04M	Sell	4,318 -20	-0.5%	-$4.79K	0.56%	58
2017 Q1	$1.02M	Sell	4,338 -663	-13%	-$154K	0.6%	57
2016 Q4	$1.12M	Buy	5,001 +1,645	+49%	+$359K	0.68%	56
2016 Q3	$726K	Sell	3,356 -1,740	-34%	-$376K	0.46%	62
2016 Q2	$1.07M	Sell	5,096 -25	-0.5%	-$5.19K	0.7%	52
2016 Q1	$1.05M	Hold	5,121	–	–	0.72%	52
2015 Q4	$1.04M	Sell	5,121 -50	-1%	-$10.3K	0.78%	49
2015 Q3	$991K	Hold	5,171	–	–	0.8%	50
2015 Q2	$1.06M	Sell	5,171 -45	-0.9%	-$9.46K	0.8%	50
2015 Q1	$1.08M	Sell	5,216 -100	-2%	-$20.6K	0.83%	49
2014 Q4	$1.09M	Hold	5,316	–	–	0.87%	48
2014 Q3	$1.05M	Buy	5,316 +380	+8%	+$75.1K	0.88%	50
2014 Q2	$966K	Sell	4,936 -594	-11%	-$113K	0.9%	49
2014 Q1	$1.03M	Hold	5,530	–	–	1%	48
2013 Q4	$1.02M	Buy	+5,530	New	+$979K	1%	49

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

Perkins Coie Trust Company's SPY Position: Q2 2026 in Review

Perkins Coie Trust Company held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 169 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #129.

Perkins Coie Trust Company first reported a position in SPY in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.12M in Q4 2016. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Perkins Coie Trust Company held 169 shares of State Street SPDR S&P 500 ETF Trust worth $126K as of Q2 2026.
Perkins Coie Trust Company left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.02% of Perkins Coie Trust Company's portfolio in Q2 2026, its #129 holding.
Perkins Coie Trust Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 51 quarters since.
Perkins Coie Trust Company's State Street SPDR S&P 500 ETF Trust position peaked at $1.12M in Q4 2016.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.