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
2024 Q1	–	Sell	-11,400	Closed	-$5.42M	–	56
2023 Q4	$5.42M	Hold	11,400	–	–	1.36%	15
2023 Q3	$4.87M	Hold	11,400	–	–	1.35%	14
2023 Q2	$5.05M	Buy	+11,400	New	+$4.78M	1.54%	12
2020 Q4	–	Sell	-9,300	Closed	-$3.12M	–	50
2020 Q3	$3.12M	Hold	9,300	–	–	1.23%	13
2020 Q2	$2.87M	Buy	+9,300	New	+$2.72M	1.21%	16
2019 Q1	–	Sell	-36,600	Closed	-$9.15M	–	24
2018 Q4	$9.15M	Buy	+36,600	New	+$9.87M	7.11%	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. 2,424 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.
2,424 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.