Presidio Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Presidio Capital Management’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	$434K	Buy	581 +4	+0.7%	+$2.9K	0.11%	48
2026 Q1	$375K	Sell	577 -14	-2%	-$9.52K	0.11%	46
2025 Q4	$403K	Buy	591 +36	+6%	+$24.3K	0.12%	46
2025 Q3	$370K	Sell	555 -79	-12%	-$50.6K	0.13%	44
2025 Q2	$391K	Buy	634 +49	+8%	+$28K	0.15%	42
2025 Q1	$327K	Sell	585 -115	-16%	-$67.6K	0.13%	47
2024 Q4	$410K	Sell	700 -77	-10%	-$45.4K	0.22%	43
2024 Q3	$446K	Buy	777 +154	+25%	+$85.2K	0.29%	39
2024 Q2	$339K	Buy	623 +58	+10%	+$30.4K	0.24%	41
2024 Q1	$296K	Buy	565 +26	+5%	+$12.9K	0.22%	36
2023 Q4	$256K	Sell	539 -18	-3%	-$8.02K	0.2%	32
2023 Q3	$238K	Sell	557 -1	-0.2%	-$445	0.21%	31
2023 Q2	$247K	Buy	558 +2	+0.4%	+$839	0.2%	33
2023 Q1	$228K	Buy	556 +18	+3%	+$7.18K	0.2%	32
2022 Q4	$206K	Sell	538 -41	-7%	-$15.8K	0.19%	33
2022 Q3	$207K	Sell	579 -313	-35%	-$124K	0.22%	26
2022 Q2	$337K	Buy	+892	New	+$365K	0.36%	18

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Presidio Capital Management's SPY Position: Q2 2026 in Review

Presidio Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.69% in Q2 2026, buying an estimated $2.9K and bringing the position to 581 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #48.

Presidio Capital Management first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. The position peaked at $446K in Q3 2024. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Presidio Capital Management held 581 shares of State Street SPDR S&P 500 ETF Trust worth $434K as of Q2 2026.
Presidio Capital Management bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Presidio Capital Management's portfolio in Q2 2026, its #48 holding.
Presidio Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
Presidio Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $446K in Q3 2024.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.