Seven Post Investment Office’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Seven Post Investment Office’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	$52.2M	Buy	69,908 +97	+0.1%	+$70.3K	14.82%	2
2026 Q1	$45.4M	Sell	69,811 -5,828	-8%	-$3.96M	14.67%	2
2025 Q4	$51.6M	Buy	75,639 +440	+0.6%	+$297K	18.44%	2
2025 Q3	$50.1M	Buy	75,199 +3,334	+5%	+$2.14M	18.04%	2
2025 Q2	$44.4M	Buy	71,865 +1,445	+2%	+$826K	16.73%	2
2025 Q1	$39.4M	Sell	70,420 -684	-1%	-$402K	15.05%	2
2024 Q4	$41.7M	Buy	71,104 +1,761	+3%	+$1.04M	15.95%	2
2024 Q3	$39.8M	Buy	69,343 +690	+1%	+$382K	6.01%	6
2024 Q2	$37.4M	Buy	68,653 +544	+0.8%	+$285K	6.92%	4
2024 Q1	$35.6M	Buy	68,109 +1,875	+3%	+$933K	8.7%	3
2023 Q4	$31.5M	Sell	66,234 -4,468	-6%	-$1.99M	7.93%	3
2023 Q3	$30.2M	Buy	70,702 +341	+0.5%	+$152K	8.36%	3
2023 Q2	$31.2M	Buy	70,361 +1,440	+2%	+$604K	9.5%	3
2023 Q1	$28.2M	Buy	68,921 +1,224	+2%	+$488K	10.18%	3
2022 Q4	$25.9M	Buy	67,697 +2,233	+3%	+$858K	9.1%	3
2022 Q3	$23.4M	Sell	65,464 -810	-1%	-$322K	9.1%	3
2022 Q2	$25M	Buy	66,274 +2,629	+4%	+$1.08M	9.3%	3
2022 Q1	$28.7M	Buy	63,645 +7,563	+13%	+$3.37M	8.77%	3
2021 Q4	$26.6M	Buy	56,082 +6,649	+13%	+$3.05M	7.2%	4
2021 Q3	$21.2M	Buy	49,433 +2,360	+5%	+$1.04M	6.6%	5
2021 Q2	$20.1M	Buy	47,073 +4,348	+10%	+$1.81M	6.09%	5
2021 Q1	$16.9M	Buy	42,725 +1,754	+4%	+$676K	5.92%	5
2020 Q4	$15.3M	Sell	40,971 -302	-0.7%	-$107K	6.23%	4
2020 Q3	$13.8M	Sell	41,273 -17,047	-29%	-$5.65M	5.45%	4
2020 Q2	$18M	Sell	58,320 -4,677	-7%	-$1.37M	7.6%	3
2020 Q1	$16.2M	Buy	62,997 +17,165	+37%	+$5.24M	8.51%	3
2019 Q4	$14.8M	Sell	45,832 -443	-1%	-$136K	10.7%	2
2019 Q3	$13.7M	Buy	46,275 +1,479	+3%	+$437K	9.84%	2
2019 Q2	$13.1M	Buy	44,796 +11,396	+34%	+$3.28M	8.9%	2
2019 Q1	$9.44M	Sell	33,400 -948	-3%	-$258K	6.67%	3
2018 Q4	$8.58M	Sell	34,348 -1,410	-4%	-$380K	6.67%	4
2018 Q3	$10.4M	Sell	35,758 -574	-2%	-$163K	8.66%	3
2018 Q2	$9.86M	Buy	36,332 +264	+0.7%	+$71.3K	41.4%	1
2018 Q1	$9.49M	Buy	36,068 +2,019	+6%	+$551K	39.63%	1
2017 Q4	$9.09M	Sell	34,049 -185	-0.5%	-$48.1K	39.82%	1
2017 Q3	$8.6M	Hold	34,234	–	–	39.29%	1
2017 Q2	$8.28M	Sell	34,234 -123	-0.4%	-$29.5K	39.82%	1
2017 Q1	$8.1M	Sell	34,357 -312	-0.9%	-$72.5K	39.99%	1
2016 Q4	$7.75M	Sell	34,669 -381	-1%	-$83.2K	40.7%	1
2016 Q3	$7.58M	Sell	35,050 -97	-0.3%	-$21K	38.48%	1
2016 Q2	$7.36M	Sell	35,147 -3,780	-10%	-$784K	39.12%	1
2016 Q1	$8M	Buy	38,927 +1,635	+4%	+$319K	35.02%	1
2015 Q4	$7.6M	Sell	37,292 -4,302	-10%	-$883K	30.1%	1
2015 Q3	$7.97M	Buy	41,594 +3,117	+8%	+$632K	7.04%	3
2015 Q2	$7.92M	Buy	38,477 +763	+2%	+$160K	6.24%	4
2015 Q1	$7.79M	Buy	37,714 +778	+2%	+$161K	6.38%	4
2014 Q4	$7.59M	Buy	36,936 +957	+3%	+$192K	6.75%	5
2014 Q3	$7.09M	Buy	35,979 +397	+1%	+$78.5K	5.82%	3
2014 Q2	$6.65M	Hold	35,582	–	–	7.85%	2
2014 Q1	$6.65M	Buy	35,582 +41	+0.1%	+$7.53K	7.85%	2
2013 Q4	$6.56M	Sell	35,541 -917	-3%	-$162K	7.39%	3
2013 Q3	$6.13M	Sell	36,458 -1,045	-3%	-$175K	7.35%	3
2013 Q2	$6.02M	Buy	+37,503	New	+$6.04M	8%	3

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

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

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

Seven Post Investment Office's SPY Position: Q2 2026 in Review

Seven Post Investment Office increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.14% in Q2 2026, buying an estimated $70.3K and bringing the position to 69,908 shares worth $52.2M. The position accounts for 14.82% of the portfolio, ranked #2.

Seven Post Investment Office first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 2,423 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Seven Post Investment Office held 69,908 shares of State Street SPDR S&P 500 ETF Trust worth $52.2M as of Q2 2026.
Seven Post Investment Office bought 97 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $70.3K.
State Street SPDR S&P 500 ETF Trust made up 14.82% of Seven Post Investment Office's portfolio in Q2 2026, its #2 holding.
Seven Post Investment Office first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
2,423 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.