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

Petredis Investment Advisors’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	$650K	Hold	870	–	–	0.04%	100
2026 Q1	$566K	Hold	870	–	–	0.05%	98
2025 Q4	$593K	Hold	870	–	–	0.05%	96
2025 Q3	$580K	Sell	870 -4	-0.5%	-$2.56K	0.05%	99
2025 Q2	$540K	Hold	874	–	–	0.05%	99
2025 Q1	$489K	Sell	874 -1,479	-63%	-$869K	0.05%	96
2024 Q4	$1.38M	Buy	2,353 +1,329	+130%	+$783K	0.14%	82
2024 Q3	$588K	Buy	+1,024	New	+$566K	0.06%	92

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Petredis Investment Advisors's SPY Position: Q2 2026 in Review

Petredis Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 870 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #100.

Petredis Investment Advisors first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Petredis Investment Advisors held 870 shares of State Street SPDR S&P 500 ETF Trust worth $650K as of Q2 2026.
Petredis Investment Advisors 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 0.04% of Petredis Investment Advisors's portfolio in Q2 2026, its #100 holding.
Petredis Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 8 quarters since.
Petredis Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.38M in Q4 2024.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.