Sharper & Granite’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sharper & Granite’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	$3.78M	Sell	5,058 -5,190	-51%	-$3.76M	1.17%	31
2026 Q1	$6.66M	Hold	10,248	–	–	2.28%	14
2025 Q4	$6.99M	Hold	10,248	–	–	2.46%	12
2025 Q3	$6.83M	Buy	10,248 +57	+0.6%	+$36.5K	2.45%	9
2025 Q2	$6.32M	Buy	10,191 +401	+4%	+$229K	2.4%	12
2025 Q1	$5.48M	Buy	9,790 +1,127	+13%	+$662K	2.26%	16
2024 Q4	$5.08M	Buy	8,663 +2,700	+45%	+$1.59M	2.24%	17
2024 Q3	$3.42M	Buy	5,963 +1,520	+34%	+$840K	1.53%	23
2024 Q2	$2.42M	Buy	4,443 +43	+1%	+$22.5K	1.15%	25
2024 Q1	$2.28M	Buy	4,400 +130	+3%	+$64.7K	1.1%	27
2023 Q4	$2.03M	Buy	4,270 +990	+30%	+$441K	1.05%	29
2023 Q3	$1.4M	Buy	3,280 +40	+1%	+$17.8K	0.81%	40
2023 Q2	$1.44M	Buy	3,240 +950	+41%	+$399K	0.83%	38
2023 Q1	$938K	Sell	2,290 -290	-11%	-$116K	0.56%	55
2022 Q4	$987K	Buy	+2,580	New	+$992K	0.66%	50

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

Sharper & Granite's SPY Position: Q2 2026 in Review

Sharper & Granite reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 51% in Q2 2026, selling an estimated $3.76M and leaving 5,058 shares worth $3.78M. The position accounts for 1.17% of the portfolio, ranked #31.

Sharper & Granite first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.99M in Q4 2025. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sharper & Granite held 5,058 shares of State Street SPDR S&P 500 ETF Trust worth $3.78M as of Q2 2026.
Sharper & Granite sold 5,190 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.76M.
State Street SPDR S&P 500 ETF Trust made up 1.17% of Sharper & Granite's portfolio in Q2 2026, its #31 holding.
Sharper & Granite first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Sharper & Granite's State Street SPDR S&P 500 ETF Trust position peaked at $6.99M in Q4 2025.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.