Plum Street Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Plum Street Advisors's SPY Position: Q2 2026 in Review
Plum Street Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q2 2026, selling an estimated $618K and leaving 13,741 shares worth $10.3M. The position accounts for 3.28% of the portfolio, ranked #8.
Plum Street Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Plum Street Advisors held 13,741 shares of State Street SPDR S&P 500 ETF Trust worth $10.3M as of Q2 2026.
- Plum Street Advisors sold 852 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $618K.
- State Street SPDR S&P 500 ETF Trust made up 3.28% of Plum Street Advisors's portfolio in Q2 2026, its #8 holding.
- Plum Street Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 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 Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.