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

Purkiss Capital 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 		$1.69M Sell
2,267
-316
-12% -$229K 0.64% 41
2026
Q1 		$1.68M Sell
2,583
-99
-4% -$67.3K 0.74% 34
2025
Q4 		$1.83M Buy
2,682
+5
+0.2% +$3.38K 0.86% 26
2025
Q3 		$1.78M Buy
2,677
+47
+2% +$30.1K 0.85% 27
2025
Q2 		$1.63M Buy
2,630
+1,988
+310% +$1.14M 0.9% 25
2025
Q1 		$359K Sell
642
-19
-3% -$11.2K 0.27% 69
2024
Q4 		$388K Buy
+661
New +$389K 0.33% 52

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Purkiss Capital Advisors's SPY Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, selling an estimated $229K and leaving 2,267 shares worth $1.69M. The position accounts for 0.64% of the portfolio, ranked #41.

Purkiss Capital Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Purkiss Capital Advisors held 2,267 shares of State Street SPDR S&P 500 ETF Trust worth $1.69M as of Q2 2026.
  • Purkiss Capital Advisors sold 316 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $229K.
  • State Street SPDR S&P 500 ETF Trust made up 0.64% of Purkiss Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Purkiss Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.83M in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.