SIC
SPY icon

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

Samalin Investment Counsel’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 		$6.93M Buy
9,286
+194
+2% +$141K 2.17% 3
2026
Q1 		$5.91M Buy
9,092
+237
+3% +$161K 2.1% 3
2025
Q4 		$6.04M Sell
8,855
-333
-4% -$225K 2.14% 4
2025
Q3 		$6.12M Buy
9,188
+13
+0.1% +$8.33K 2.11% 4
2025
Q2 		$5.67M Sell
9,175
-326
-3% -$186K 2.17% 3
2025
Q1 		$5.32M Sell
9,501
-143
-1% -$84.1K 2.15% 3
2024
Q4 		$5.65M Buy
9,644
+902
+10% +$531K 2.43% 2
2024
Q3 		$5.02M Sell
8,742
-720
-8% -$398K 2.18% 2
2024
Q2 		$5.15M Sell
9,462
-1,333
-12% -$698K 2.41% 2
2024
Q1 		$5.65M Buy
10,795
+617
+6% +$307K 2.69% 2
2023
Q4 		$4.84M Buy
10,178
+2,285
+29% +$1.02M 2.44% 2
2023
Q3 		$3.37M Sell
7,893
-3,316
-30% -$1.47M 1.94% 5
2023
Q2 		$4.97M Buy
11,209
+3,408
+44% +$1.43M 2.69% 2
2023
Q1 		$3.19M Buy
7,801
+154
+2% +$61.4K 1.93% 5
2022
Q4 		$2.92M Sell
7,647
-102
-1% -$39.2K 1.85% 6
2022
Q3 		$2.77M Buy
7,749
+793
+11% +$315K 2.03% 5
2022
Q2 		$2.62M Sell
6,956
-390
-5% -$160K 1.85% 6
2022
Q1 		$3.32M Sell
7,346
-2,610
-26% -$1.16M 2.01% 4
2021
Q4 		$4.73M Sell
9,956
-1,126
-10% -$517K 2.84% 2
2021
Q3 		$4.76M Buy
11,082
+1,139
+11% +$502K 3.09% 2
2021
Q2 		$4.26M Buy
9,943
+1,963
+25% +$819K 2.76% 3
2021
Q1 		$3.16M Buy
7,980
+719
+10% +$277K 2.12% 4
2020
Q4 		$2.71M Buy
7,261
+2,606
+56% +$925K 2.04% 6
2020
Q3 		$1.56M Sell
4,655
-3,290
-41% -$1.09M 1.39% 12
2020
Q2 		$2.45M Buy
7,945
+1,329
+20% +$389K 2.57% 6
2020
Q1 		$1.71M Buy
6,616
+3,369
+104% +$1.03M 2.28% 7
2019
Q4 		$1.04M Buy
+3,247
New +$1,000K 0.88% 21

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 $43.3B AUM 29.3% 1-Year Est. Return

Samalin Investment Counsel's SPY Position: Q2 2026 in Review

Samalin Investment Counsel increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, buying an estimated $141K and bringing the position to 9,286 shares worth $6.93M. The position accounts for 2.17% of the portfolio, ranked #3.

Samalin Investment Counsel first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,085 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Samalin Investment Counsel held 9,286 shares of State Street SPDR S&P 500 ETF Trust worth $6.93M as of Q2 2026.
  • Samalin Investment Counsel bought 194 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $141K.
  • State Street SPDR S&P 500 ETF Trust made up 2.17% of Samalin Investment Counsel's portfolio in Q2 2026, its #3 holding.
  • Samalin Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,085 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.