Richard P. Slaughter Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Richard P. Slaughter Associates’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	$3.21M	Buy	+4,300	New	+$3.12M	0.63%	28
2024 Q2	–	Sell	-18	Closed	-$942K	–	155
2024 Q1	$942K	Buy	+18	New	+$8.96K	0.22%	96

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Richard P. Slaughter Associates's SPY Position: Q2 2026 in Review

Richard P. Slaughter Associates opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 57 shares worth $42.3K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings. This is a return to the name: Richard P. Slaughter Associates previously reported a position in SPY as recently as Q1 2025.

Richard P. Slaughter Associates first reported a position in SPY in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.25M in Q4 2019. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Richard P. Slaughter Associates held 57 shares of State Street SPDR S&P 500 ETF Trust worth $42.3K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Richard P. Slaughter Associates position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #106 holding.
Richard P. Slaughter Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 23 quarters since.
Richard P. Slaughter Associates's State Street SPDR S&P 500 ETF Trust position peaked at $6.25M in Q4 2019.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.