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

Powell 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 		$2.62M Sell
3,505
-4,440
-56% -$3.22M 0.83% 19
2026
Q1 		$5.18M Buy
7,945
+4,547
+134% +$3.09M 1.79% 13
2025
Q4 		$2.32M Buy
3,398
+123
+4% +$83.1K 0.8% 22
2025
Q3 		$2.19M Sell
3,275
-53
-2% -$34K 0.76% 22
2025
Q2 		$2.06M Buy
3,328
+103
+3% +$58.9K 0.77% 22
2025
Q1 		$1.81M Buy
3,225
+139
+5% +$81.7K 0.89% 17
2024
Q4 		$1.81M Sell
3,086
-73
-2% -$43K 0.84% 19
2024
Q3 		$1.82M Buy
3,159
+1
+0% +$553 0.85% 21
2024
Q2 		$1.72M Sell
3,158
-20
-0.6% -$10.5K 0.89% 22
2024
Q1 		$1.67M Buy
3,178
+23
+0.7% +$11.5K 0.88% 18
2023
Q4 		$1.51M Sell
3,155
-33
-1% -$14.7K 0.83% 20
2023
Q3 		$1.37M Buy
3,188
+250
+9% +$111K 0.82% 22
2023
Q2 		$1.31M Buy
2,938
+18
+0.6% +$7.55K 0.76% 22
2023
Q1 		$1.2M Buy
2,920
+363
+14% +$145K 0.67% 23
2022
Q4 		$983K Buy
2,557
+157
+7% +$60.3K 0.57% 28
2022
Q3 		$861K Sell
2,400
-129
-5% -$51.2K 0.56% 24
2022
Q2 		$958K Buy
2,529
+90
+4% +$36.9K 0.58% 24
2022
Q1 		$1.1M Buy
2,439
+350
+17% +$156K 0.64% 21
2021
Q4 		$999K Buy
2,089
+10
+0.5% +$4.59K 0.57% 23
2021
Q3 		$895K Buy
2,079
+25
+1% +$11K 0.55% 26
2021
Q2 		$882K Buy
2,054
+2
+0.1% +$835 0.54% 25
2021
Q1 		$816K Buy
2,052
+71
+4% +$27.4K 0.53% 25
2020
Q4 		$744K Buy
1,981
+40
+2% +$14.2K 0.57% 26
2020
Q3 		$653K Sell
1,941
-219
-10% -$72.6K 0.56% 28
2020
Q2 		$669K Sell
2,160
-424
-16% -$124K 0.65% 25
2020
Q1 		$670K Buy
2,584
+95
+4% +$29K 0.81% 21
2019
Q4 		$805K Buy
+2,489
New +$766K 0.84% 20

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Powell Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 56% in Q2 2026, selling an estimated $3.22M and leaving 3,505 shares worth $2.62M. The position accounts for 0.83% of the portfolio, ranked #19.

Powell Investment Advisors first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.18M in Q1 2026. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Powell Investment Advisors held 3,505 shares of State Street SPDR S&P 500 ETF Trust worth $2.62M as of Q2 2026.
  • Powell Investment Advisors sold 4,440 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.22M.
  • State Street SPDR S&P 500 ETF Trust made up 0.83% of Powell Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Powell Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • Powell Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.18M in Q1 2026.
  • 4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.