Pettyjohn Wood & White’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$31M Buy
47,624
+130
+0.3% +$88.4K 4.93% 2
2025
Q4
$32.4M Buy
47,494
+1,967
+4% +$1.33M 5.08% 3
2025
Q3
$30.3M Buy
45,527
+125
+0.3% +$80.1K 5.01% 3
2025
Q2
$28.1M Buy
45,402
+545
+1% +$312K 5.01% 2
2025
Q1
$25.1M Buy
44,857
+291
+0.7% +$171K 4.81% 3
2024
Q4
$26.1M Sell
44,566
-335
-0.7% -$197K 4.79% 3
2024
Q3
$25.8M Sell
44,901
-653
-1% -$361K 4.74% 3
2024
Q2
$24.8M Buy
45,554
+1,617
+4% +$846K 4.81% 3
2024
Q1
$23M Sell
43,937
-2,121
-5% -$1.06M 4.57% 2
2023
Q4
$21.9M Buy
46,058
+126
+0.3% +$56.1K 4.74% 3
2023
Q3
$19.6M Buy
45,932
+387
+0.8% +$172K 4.63% 3
2023
Q2
$20.2M Buy
45,545
+2,051
+5% +$861K 4.65% 3
2023
Q1
$17.8M Buy
43,494
+1,579
+4% +$630K 4.35% 3
2022
Q4
$16M Sell
41,915
-528
-1% -$203K 4% 3
2022
Q3
$15.2M Sell
42,443
-77
-0.2% -$30.6K 4.04% 3
2022
Q2
$16M Buy
42,520
+409
+1% +$168K 3.8% 3
2022
Q1
$19M Sell
42,111
-223
-0.5% -$99.3K 4.06% 3
2021
Q4
$20.1M Sell
42,334
-730
-2% -$335K 4.14% 3
2021
Q3
$18.5M Buy
43,064
+1,030
+2% +$454K 4.1% 2
2021
Q2
$18M Buy
42,034
+240
+0.6% +$100K 4.03% 2
2021
Q1
$16.6M Buy
41,794
+1,410
+3% +$544K 3.93% 2
2020
Q4
$15.1M Buy
40,384
+1,099
+3% +$390K 3.86% 3
2020
Q3
$13.2M Buy
39,285
+825
+2% +$273K 3.85% 3
2020
Q2
$11.9M Buy
38,460
+305
+0.8% +$89.3K 3.79% 3
2020
Q1
$9.83M Sell
38,155
-3,452
-8% -$1.05M 3.67% 2
2019
Q4
$13.4M Buy
41,607
+346
+0.8% +$107K 3.85% 2
2019
Q3
$12.2M Sell
41,261
-302
-0.7% -$89.2K 3.72% 2
2019
Q2
$12.2M Buy
41,563
+772
+2% +$222K 3.77% 2
2019
Q1
$11.5M Buy
40,791
+156
+0.4% +$42.4K 3.75% 1
2018
Q4
$10.2M Buy
40,635
+1,560
+4% +$421K 3.72% 1
2018
Q3
$11.4M Buy
39,075
+4,538
+13% +$1.29M 3.7% 1
2018
Q2
$9.37M Sell
34,537
-355
-1% -$95.9K 3.27% 2
2018
Q1
$9.18M Sell
34,892
-3,333
-9% -$910K 3.32% 2
2017
Q4
$10.2M Sell
38,225
-1,724
-4% -$448K 3.67% 1
2017
Q3
$10M Sell
39,949
-158
-0.4% -$39K 3.72% 1
2017
Q2
$9.7M Sell
40,107
-1,024
-2% -$245K 3.6% 1
2017
Q1
$9.7M Sell
41,131
-765
-2% -$178K 3.6% 1
2016
Q4
$9.37M Buy
41,896
+534
+1% +$117K 3.64% 2
2016
Q3
$8.95M Sell
41,362
-1,140
-3% -$246K 4.26% 2
2016
Q2
$8.9M Buy
42,502
+1,507
+4% +$313K 3.52% 3
2016
Q1
$8.43M Buy
40,995
+651
+2% +$127K 3.44% 2
2015
Q4
$8.22M Buy
40,344
+3,338
+9% +$685K 3.49% 2
2015
Q3
$7.09M Sell
37,006
-797
-2% -$162K 3.26% 3
2015
Q2
$7.78M Buy
37,803
+1,382
+4% +$291K 3.28% 2
2015
Q1
$7.52M Sell
36,421
-942
-3% -$194K 3.12% 3
2014
Q4
$7.68M Buy
37,363
+3,878
+12% +$780K 3.18% 3
2014
Q3
$6.6M Buy
33,485
+1,249
+4% +$247K 2.85% 6
2014
Q2
$6.31M Sell
32,236
-2,080
-6% -$395K 2.76% 6
2014
Q1
$6.42M Buy
34,316
+12,118
+55% +$2.22M 2.94% 4
2013
Q4
$4.1M Buy
22,198
+6,088
+38% +$1.08M 2.4% 9
2013
Q3
$2.71M Buy
16,110
+4,892
+44% +$820K 1.68% 16
2013
Q2
$1.8M Buy
+11,218
New +$1.81M 1.13% 33

Other funds holding SPY

Pettyjohn Wood & White's SPY Position: Q1 2026 in Review

Pettyjohn Wood & White increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q1 2026, buying an estimated $88.4K and bringing the position to 47,624 shares worth $31M. The position accounts for 4.93% of the portfolio, ranked #2.

Pettyjohn Wood & White first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.4M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Pettyjohn Wood & White held 47,624 shares of State Street SPDR S&P 500 ETF Trust worth $31M as of Q1 2026.
  • Pettyjohn Wood & White bought 130 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $88.4K.
  • State Street SPDR S&P 500 ETF Trust made up 4.93% of Pettyjohn Wood & White's portfolio in Q1 2026, its #2 holding.
  • Pettyjohn Wood & White first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • Pettyjohn Wood & White's State Street SPDR S&P 500 ETF Trust position peaked at $32.4M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.