Sky-Mountain Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sky-Mountain Capital Management’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	$765K	Buy	1,024 +35	+4%	+$25.4K	0.55%	27
2026 Q1	$643K	Hold	989	–	–	0.46%	23
2025 Q4	$685K	Hold	989	–	–	0.46%	22
2025 Q3	$660K	Hold	989	–	–	0.46%	20
2025 Q2	$625K	Sell	989 -122	-11%	-$69.7K	0.42%	20
2025 Q1	$621K	Buy	+1,111	New	+$653K	0.53%	21

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sky-Mountain Capital Management's SPY Position: Q2 2026 in Review

Sky-Mountain Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q2 2026, buying an estimated $25.4K and bringing the position to 1,024 shares worth $765K. The position accounts for 0.55% of the portfolio, ranked #27.

Sky-Mountain Capital Management first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. 4,624 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sky-Mountain Capital Management held 1,024 shares of State Street SPDR S&P 500 ETF Trust worth $765K as of Q2 2026.
Sky-Mountain Capital Management bought 35 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $25.4K.
State Street SPDR S&P 500 ETF Trust made up 0.55% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #27 holding.
Sky-Mountain Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
4,624 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.