Single Point Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Single Point Partners’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	$5.38M	Sell	7,205 -279	-4%	-$202K	0.95%	20
2026 Q1	$4.87M	Buy	7,484 +15	+0.2%	+$10.2K	0.97%	19
2025 Q4	$5.09M	Sell	7,469 -27	-0.4%	-$18.2K	1.01%	19
2025 Q3	$4.99M	Sell	7,496 -1	-0%	-$641	1.01%	19
2025 Q2	$4.63M	Sell	7,497 -79	-1%	-$45.2K	1.01%	19
2025 Q1	$4.24M	Sell	7,576 -256	-3%	-$150K	0.99%	19
2024 Q4	$4.59M	Sell	7,832 -12	-0.2%	-$7.07K	1.06%	18
2024 Q3	$4.5M	Sell	7,844 -8	-0.1%	-$4.42K	7.18%	5
2024 Q2	$4.27M	Sell	7,852 -9	-0.1%	-$4.71K	7.32%	5
2024 Q1	$4.11M	Sell	7,861 -23	-0.3%	-$11.5K	0.96%	19
2023 Q4	$3.75M	Sell	7,884 -71	-0.9%	-$31.6K	0.93%	21
2023 Q3	$3.4M	Sell	7,955 -4,097	-34%	-$1.82M	0.89%	23
2023 Q2	$5.34M	Sell	12,052 -167	-1%	-$70.1K	7.37%	4
2023 Q1	$5M	Buy	12,219 +248	+2%	+$98.9K	1.09%	17
2022 Q4	$4.58M	Sell	11,971 -448	-4%	-$172K	1.1%	18
2022 Q3	$4.44M	Buy	12,419 +546	+5%	+$217K	1.22%	17
2022 Q2	$4.48M	Sell	11,873 -74,669	-86%	-$30.6M	1.22%	20
2022 Q1	$5.37M	Buy	86,542 +5,413	+7%	+$2.41M	1.37%	13
2021 Q4	$5.58M	Buy	81,129 +69,392	+591%	+$31.9M	1.5%	14
2021 Q3	$5.04M	Buy	11,737 +493	+4%	+$217K	11.01%	3
2021 Q2	$4.81M	Buy	11,244 +1,805	+19%	+$753K	1.66%	13
2021 Q1	$3.78M	Buy	9,439 +1,419	+18%	+$547K	1.38%	16
2020 Q4	$3M	Sell	8,020 -62,782	-89%	-$22.3M	1.35%	18
2020 Q3	$2.78M	Buy	70,802 +8,822	+14%	+$2.92M	1.48%	18
2020 Q2	$2.49M	Buy	61,980 +54,136	+690%	+$15.8M	1.45%	17
2020 Q1	$2.02M	Buy	7,844 +374	+5%	+$114K	1.4%	17
2019 Q4	$2.4M	Buy	+7,470	New	+$2.3M	1.46%	14

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

Single Point Partners's SPY Position: Q2 2026 in Review

Single Point Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q2 2026, selling an estimated $202K and leaving 7,205 shares worth $5.38M. The position accounts for 0.95% of the portfolio, ranked #20.

Single Point Partners first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.58M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Single Point Partners held 7,205 shares of State Street SPDR S&P 500 ETF Trust worth $5.38M as of Q2 2026.
Single Point Partners sold 279 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $202K.
State Street SPDR S&P 500 ETF Trust made up 0.95% of Single Point Partners's portfolio in Q2 2026, its #20 holding.
Single Point Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Single Point Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.58M in Q4 2021.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.