Plante Moran Financial Advisors’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
Q2 | $22M | Sell |
29,487
-729
| -2% | -$529K | 1.02% | 9 |
|
|
2026
Q1 | $19.7M | Buy |
30,216
+1,485
| +5% | +$1.01M | 1.27% | 7 |
|
|
2025
Q4 | $19.6M | Sell |
28,731
-101
| -0.4% | -$68.3K | 1.24% | 7 |
|
|
2025
Q3 | $19.2M | Buy |
28,832
+325
| +1% | +$208K | 1.21% | 7 |
|
|
2025
Q2 | $17.6M | Sell |
28,507
-192
| -0.7% | -$110K | 1.24% | 7 |
|
|
2025
Q1 | $16.1M | Buy |
28,699
+173
| +0.6% | +$102K | 1.38% | 7 |
|
|
2024
Q4 | $16.7M | Buy |
28,526
+729
| +3% | +$429K | 1.39% | 7 |
|
|
2024
Q3 | $15.9M | Sell |
27,797
-2,666
| -9% | -$1.47M | 1.36% | 8 |
|
|
2024
Q2 | $16.6M | Sell |
30,463
-473
| -2% | -$248K | 1.66% | 7 |
|
|
2024
Q1 | $16.2M | Buy |
30,936
+443
| +1% | +$221K | 1.74% | 7 |
|
|
2023
Q4 | $14.5M | Buy |
30,493
+4,727
| +18% | +$2.11M | 1.52% | 12 |
|
|
2023
Q3 | $11M | Sell |
25,766
-505
| -2% | -$225K | 1.32% | 11 |
|
|
2023
Q2 | $11.6M | Buy |
26,271
+404
| +2% | +$170K | 1.38% | 11 |
|
|
2023
Q1 | $10.6M | Sell |
25,867
-299
| -1% | -$119K | 1.45% | 11 |
|
|
2022
Q4 | $10M | Sell |
26,166
-289
| -1% | -$111K | 1.45% | 12 |
|
|
2022
Q3 | $9.46M | Buy |
26,455
+314
| +1% | +$125K | 1.62% | 11 |
|
|
2022
Q2 | $9.86M | Buy |
26,141
+2,509
| +11% | +$1.03M | 1.65% | 10 |
|
|
2022
Q1 | $10.7M | Sell |
23,632
-3,818
| -14% | -$1.7M | 2% | 8 |
|
|
2021
Q4 | $13M | Buy |
27,450
+653
| +2% | +$300K | 2.13% | 8 |
|
|
2021
Q3 | $11.5M | Sell |
26,797
-395
| -1% | -$174K | 2.56% | 8 |
|
|
2021
Q2 | $11.6M | Sell |
27,192
-437
| -2% | -$182K | 2.83% | 7 |
|
|
2021
Q1 | $10.9M | Buy |
27,629
+1,305
| +5% | +$503K | 2.99% | 7 |
|
|
2020
Q4 | $9.84M | Sell |
26,324
-753
| -3% | -$267K | 3.04% | 7 |
|
|
2020
Q3 | $9.07M | Sell |
27,077
-2,390
| -8% | -$792K | 3.19% | 7 |
|
|
2020
Q2 | $9.09M | Sell |
29,467
-1,654
| -5% | -$484K | 3.63% | 6 |
|
|
2020
Q1 | $8.02M | Buy |
31,121
+2,600
| +9% | +$793K | 3.67% | 5 |
|
|
2019
Q4 | $9.18M | Sell |
28,521
-25,492
| -47% | -$7.85M | 3.2% | 5 |
|
|
2019
Q3 | $16M | Sell |
54,013
-1,044
| -2% | -$308K | 4.67% | 5 |
|
|
2019
Q2 | $16.1M | Buy |
55,057
+4,235
| +8% | +$1.22M | 4.95% | 5 |
|
|
2019
Q1 | $14.4M | Buy |
50,822
+1,552
| +3% | +$422K | 4.44% | 5 |
|
|
2018
Q4 | $12.3M | Buy |
49,270
+7,770
| +19% | +$2.1M | 4.28% | 5 |
|
|
2018
Q3 | $12.1M | Sell |
41,500
-225
| -0.5% | -$64.1K | 3.92% | 7 |
|
|
2018
Q2 | $11.3M | Sell |
41,725
-275
| -0.7% | -$74.3K | 5.74% | 3 |
|
|
2018
Q1 | $11.1M | Sell |
42,000
-268
| -0.6% | -$73.1K | 6% | 3 |
|
|
2017
Q4 | $11.3M | Sell |
42,268
-218
| -0.5% | -$56.7K | 6.25% | 2 |
|
|
2017
Q3 | $10.7M | Buy |
42,486
+2,077
| +5% | +$512K | 6.35% | 2 |
|
|
2017
Q2 | $9.77M | Sell |
40,409
-251
| -0.6% | -$60.1K | 6.11% | 2 |
|
|
2017
Q1 | $9.59M | Sell |
40,660
-625
| -2% | -$145K | 5.78% | 2 |
|
|
2016
Q4 | $9.23M | Buy |
41,285
+2,564
| +7% | +$560K | 5.76% | 2 |
|
|
2016
Q3 | $8.38M | Buy |
38,721
+558
| +1% | +$121K | 5.65% | 2 |
|
|
2016
Q2 | $7.99M | Buy |
38,163
+3,311
| +10% | +$687K | 5.79% | 2 |
|
|
2016
Q1 | $7.16M | Sell |
34,852
-7,841
| -18% | -$1.53M | 5.52% | 2 |
|
|
2015
Q4 | $8.7M | Buy |
42,693
+2,839
| +7% | +$583K | 6.53% | 2 |
|
|
2015
Q3 | $7.64M | Buy |
39,854
+7,250
| +22% | +$1.47M | 6.01% | 2 |
|
|
2015
Q2 | $6.71M | Sell |
32,604
-338
| -1% | -$71.1K | 4.8% | 2 |
|
|
2015
Q1 | $6.8M | Buy |
32,942
+10,324
| +46% | +$2.13M | 4.74% | 2 |
|
|
2014
Q4 | $4.65M | Buy |
22,618
+3,496
| +18% | +$703K | 3.42% | 4 |
|
|
2014
Q3 | $3.77M | Buy |
19,122
+1,438
| +8% | +$284K | 3.29% | 5 |
|
|
2014
Q2 | $3.46M | Sell |
17,684
-687
| -4% | -$131K | 3.1% | 5 |
|
|
2014
Q1 | $3.44M | Buy |
18,371
+310
| +2% | +$56.9K | 3.74% | 5 |
|
|
2013
Q4 | $3.34M | Buy |
18,061
+201
| +1% | +$35.6K | 1.88% | 6 |
|
|
2013
Q3 | $3M | Buy |
17,860
+7,555
| +73% | +$1.27M | 1.84% | 6 |
|
|
2013
Q2 | $1.65M | Buy |
+10,305
| New | +$1.66M | 1.22% | 12 |
|
Other funds holding SPY
Plante Moran Financial Advisors's SPY Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, selling an estimated $529K and leaving 29,487 shares worth $22M. The position accounts for 1.02% of the portfolio, ranked #9.
Plante Moran Financial Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Plante Moran Financial Advisors held 29,487 shares of State Street SPDR S&P 500 ETF Trust worth $22M as of Q2 2026.
- Plante Moran Financial Advisors sold 729 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $529K.
- State Street SPDR S&P 500 ETF Trust made up 1.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #9 holding.
- Plante Moran Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.