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

Schear Investment Advisers’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	$4.74M	Sell	6,342 -4,869	-43%	-$3.53M	1.58%	19
2026 Q1	$7.29M	Sell	11,211 -1,295	-10%	-$880K	3.22%	7
2025 Q4	$8.53M	Sell	12,506 -2,150	-15%	-$1.45M	3.67%	4
2025 Q3	$9.76M	Sell	14,656 -755	-5%	-$484K	4.35%	3
2025 Q2	$9.52M	Buy	15,411 +14,743	+2,207%	+$8.43M	4.71%	3
2025 Q1	$374K	Sell	668 -75	-10%	-$44.1K	0.22%	77
2024 Q4	$435K	Hold	743	–	–	0.23%	75
2024 Q3	$426K	Hold	743	–	–	0.26%	74
2024 Q2	$404K	Sell	743 -744	-50%	-$389K	0.29%	71
2024 Q1	$778K	Buy	1,487 +137	+10%	+$68.2K	0.62%	56
2023 Q4	$641K	Buy	1,350 +1	+0.1%	+$445	0.62%	48
2023 Q3	$577K	Sell	1,349 -140	-9%	-$62.3K	0.62%	50
2023 Q2	$660K	Hold	1,489	–	–	0.7%	49
2023 Q1	$610K	Buy	1,489 +121	+9%	+$48.3K	0.73%	53
2022 Q4	$523K	Buy	+1,368	New	+$526K	0.65%	56

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Schear Investment Advisers's SPY Position: Q2 2026 in Review

Schear Investment Advisers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 43% in Q2 2026, selling an estimated $3.53M and leaving 6,342 shares worth $4.74M. The position accounts for 1.58% of the portfolio, ranked #19.

Schear Investment Advisers first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.76M in Q3 2025. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Schear Investment Advisers held 6,342 shares of State Street SPDR S&P 500 ETF Trust worth $4.74M as of Q2 2026.
Schear Investment Advisers sold 4,869 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.53M.
State Street SPDR S&P 500 ETF Trust made up 1.58% of Schear Investment Advisers's portfolio in Q2 2026, its #19 holding.
Schear Investment Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Schear Investment Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $9.76M in Q3 2025.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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