Piedmont Capital Management (Montana)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Piedmont Capital Management (Montana)’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	$333K	Hold	446	–	–	0.17%	42
2026 Q1	$293K	Hold	446	–	–	0.15%	42
2025 Q4	$304K	Hold	446	–	–	0.16%	43
2025 Q3	$297K	Sell	446 -57	-11%	-$36.5K	0.16%	43
2025 Q2	$311K	Hold	503	–	–	0.18%	41
2025 Q1	$250K	Hold	503	–	–	0.18%	40
2024 Q4	$294K	Hold	503	–	–	0.18%	44
2024 Q3	$294K	Sell	503 -234	-32%	-$129K	0.18%	45
2024 Q2	$383K	Hold	737	–	–	0.26%	38
2024 Q1	$383K	Hold	737	–	–	0.26%	38
2023 Q4	$350K	Hold	737	–	–	0.26%	40
2023 Q3	$315K	Hold	737	–	–	0.25%	39
2023 Q2	$326K	Sell	737 -184	-20%	-$77.2K	0.25%	40
2023 Q1	$375K	Sell	921 -100	-10%	-$39.9K	0.3%	39
2022 Q4	$391K	Buy	1,021 +12	+1%	+$4.61K	0.33%	37
2022 Q3	$364K	Buy	1,009 +32	+3%	+$12.7K	0.33%	33
2022 Q2	$368K	Buy	977 +53	+6%	+$21.7K	0.38%	32
2022 Q1	$421K	Buy	924 +9	+1%	+$4.01K	0.32%	33
2021 Q4	$435K	Buy	+915	New	+$420K	0.34%	33

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

Piedmont Capital Management (Montana)'s SPY Position: Q2 2026 in Review

Piedmont Capital Management (Montana) held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 446 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #42.

Piedmont Capital Management (Montana) first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $435K in Q4 2021. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Piedmont Capital Management (Montana) held 446 shares of State Street SPDR S&P 500 ETF Trust worth $333K as of Q2 2026.
Piedmont Capital Management (Montana) 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 0.17% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #42 holding.
Piedmont Capital Management (Montana) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Piedmont Capital Management (Montana)'s State Street SPDR S&P 500 ETF Trust position peaked at $435K in Q4 2021.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.