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

Seaview Investment Managers’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	$11.7M	Buy	15,635 +696	+5%	+$505K	3.49%	6
2026 Q1	$9.72M	Sell	14,939 -1,202	-7%	-$817K	3.5%	4
2025 Q4	$11M	Buy	16,141 +391	+2%	+$264K	4.14%	2
2025 Q3	$10.5M	Sell	15,750 -12,352	-44%	-$7.92M	3.88%	2
2025 Q2	$17.4M	Sell	28,102 -3,040	-10%	-$1.74M	3.68%	5
2025 Q1	$17.4M	Buy	31,142 +3,015	+11%	+$1.77M	4.23%	2
2024 Q4	$16.5M	Buy	28,127 +9,102	+48%	+$5.36M	4.56%	1
2024 Q3	$10.9M	Sell	19,025 -10,119	-35%	-$5.6M	3.28%	3
2024 Q2	$15.9M	Sell	29,144 -2,394	-8%	-$1.25M	4.77%	1
2024 Q1	$16.5M	Sell	31,538 -19,299	-38%	-$9.61M	4.97%	1
2023 Q4	$24.2M	Buy	50,837 +11,933	+31%	+$5.32M	7.74%	1
2023 Q3	$16.6M	Buy	38,904 +7,984	+26%	+$3.55M	5.55%	2
2023 Q2	$13.7M	Sell	30,920 -1,760	-5%	-$739K	4.46%	3
2023 Q1	$13.4M	Sell	32,680 -2,379	-7%	-$949K	4.6%	2
2022 Q4	$13.4M	Buy	35,059 +2,299	+7%	+$884K	5.36%	1
2022 Q3	$11.7M	Buy	32,760 +134	+0.4%	+$53.2K	4.78%	3
2022 Q2	$12.3M	Buy	32,626 +1,158	+4%	+$474K	5.54%	3
2022 Q1	$14.2M	Buy	31,468 +18,825	+149%	+$8.38M	4.74%	2
2021 Q4	$6M	Buy	+12,643	New	+$5.8M	2.11%	24
2021 Q1	–	Sell	-128	Closed	-$48K	–	143
2020 Q4	$48K	Hold	128	–	–	0.03%	74
2020 Q3	$42K	Buy	+128	New	+$42.4K	0.04%	69

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Seaview Investment Managers's SPY Position: Q2 2026 in Review

Seaview Investment Managers increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q2 2026, buying an estimated $505K and bringing the position to 15,635 shares worth $11.7M. The position accounts for 3.49% of the portfolio, ranked #6.

Seaview Investment Managers first reported a position in SPY in Q3 2020 and has held it in 21 quarters since. The position peaked at $24.2M in Q4 2023. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Seaview Investment Managers held 15,635 shares of State Street SPDR S&P 500 ETF Trust worth $11.7M as of Q2 2026.
Seaview Investment Managers bought 696 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $505K.
State Street SPDR S&P 500 ETF Trust made up 3.49% of Seaview Investment Managers's portfolio in Q2 2026, its #6 holding.
Seaview Investment Managers first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 21 quarters since.
Seaview Investment Managers's State Street SPDR S&P 500 ETF Trust position peaked at $24.2M in Q4 2023.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.