Signature Estate & Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Signature Estate & Investment Advisors’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	$20.5M	Sell	27,482 -6,371	-19%	-$4.62M	0.37%	44
2026 Q1	$22M	Buy	33,853 +1,851	+6%	+$1.26M	0.45%	39
2025 Q4	$21.8M	Buy	32,002 +376	+1%	+$254K	0.44%	36
2025 Q3	$21.1M	Buy	31,626 +1,614	+5%	+$1.03M	0.45%	36
2025 Q2	$18.5M	Buy	30,012 +342	+1%	+$196K	0.43%	36
2025 Q1	$16.6M	Buy	29,670 +482	+2%	+$283K	0.44%	35
2024 Q4	$17.1M	Buy	29,188 +191	+0.7%	+$113K	0.43%	38
2024 Q3	$16.6M	Sell	28,997 -2,046	-7%	-$1.13M	0.38%	41
2024 Q2	$16.9M	Buy	31,043 +22,299	+255%	+$11.7M	0.42%	38
2024 Q1	$4.57M	Sell	8,744 -22,143	-72%	-$11M	0.13%	55
2023 Q4	$14.7M	Buy	30,887 +23,354	+310%	+$10.4M	0.43%	41
2023 Q3	$3.22M	Buy	7,533 +211	+3%	+$93.8K	0.11%	59
2023 Q2	$3.25M	Sell	7,322 -673	-8%	-$282K	0.11%	60
2023 Q1	$3.27M	Sell	7,995 -878	-10%	-$350K	0.11%	62
2022 Q4	$3.39M	Buy	8,873 +761	+9%	+$292K	0.12%	67
2022 Q3	$2.9M	Buy	8,112 +3,013	+59%	+$1.2M	0.14%	59
2022 Q2	$1.92M	Buy	5,099 +550	+12%	+$225K	0.1%	68
2022 Q1	$2.06M	Sell	4,549 -3,858	-46%	-$1.72M	0.09%	66
2021 Q4	$3.99M	Buy	8,407 +1,885	+29%	+$865K	0.18%	53
2021 Q3	$2.8M	Buy	6,522 +950	+17%	+$419K	0.14%	56
2021 Q2	$2.38M	Sell	5,572 -1,724	-24%	-$720K	0.11%	58
2021 Q1	$2.89M	Buy	7,296 +392	+6%	+$151K	0.14%	56
2020 Q4	$2.58M	Buy	6,904 +134	+2%	+$47.5K	0.14%	59
2020 Q3	$2.27M	Sell	6,770 -2,421	-26%	-$802K	0.14%	60
2020 Q2	$2.83M	Buy	9,191 +4,072	+80%	+$1.19M	0.2%	55
2020 Q1	$1.32M	Buy	5,119 +983	+24%	+$300K	0.11%	70
2019 Q4	$1.33M	Buy	4,136 +493	+14%	+$152K	0.08%	91
2019 Q3	$1.08M	Buy	3,643 +237	+7%	+$70K	0.07%	97
2019 Q2	$998K	Buy	3,406 +134	+4%	+$38.6K	0.07%	101
2019 Q1	$925K	Buy	3,272 +2,718	+491%	+$738K	0.06%	106
2018 Q4	$138K	Buy	554 +75	+16%	+$20.2K	0.01%	156
2018 Q3	$139K	Sell	479 -11	-2%	-$3.13K	0.01%	131
2018 Q2	$133K	Sell	490 -30	-6%	-$8.1K	0.01%	143
2018 Q1	$137K	Sell	520 -18	-3%	-$4.91K	0.01%	140
2017 Q4	$144K	Buy	538 +122	+29%	+$31.7K	0.01%	144
2017 Q3	$105K	Sell	416 -24	-5%	-$5.92K	0.01%	142
2017 Q2	$106K	Sell	440 -1,464	-77%	-$351K	0.01%	141
2017 Q1	$449K	Sell	1,904 -615	-24%	-$143K	0.06%	103
2016 Q4	$563K	Buy	+2,519	New	+$550K	0.08%	83
2016 Q1	–	Sell	-959	Closed	-$196K	–	130
2015 Q4	$196K	Buy	959 +282	+42%	+$57.9K	0.03%	101
2015 Q3	$130K	Buy	677 +80	+13%	+$16.2K	0.03%	99
2015 Q2	$123K	Buy	+597	New	+$126K	0.03%	86

Other funds holding SPY

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Signature Estate & Investment Advisors's SPY Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, selling an estimated $4.62M and leaving 27,482 shares worth $20.5M. The position accounts for 0.37% of the portfolio, ranked #44.

Signature Estate & Investment Advisors first reported a position in SPY in Q2 2015 and has held it in 42 quarters since. The position peaked at $22M in Q1 2026. 2,863 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Signature Estate & Investment Advisors held 27,482 shares of State Street SPDR S&P 500 ETF Trust worth $20.5M as of Q2 2026.
Signature Estate & Investment Advisors sold 6,371 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.62M.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #44 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2015 and has held it in 42 quarters since.
Signature Estate & Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $22M in Q1 2026.
2,863 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.