Smith Shellnut Wilson’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Smith Shellnut Wilson’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	$647K	Sell	867 -225	-21%	-$163K	0.24%	71
2026 Q1	$710K	Buy	1,092 +24	+2%	+$16.3K	0.31%	63
2025 Q4	$728K	Hold	1,068	–	–	0.28%	60
2025 Q3	$711K	Buy	+1,068	New	+$685K	0.27%	59
2025 Q1	–	Sell	-1,050	Closed	-$615K	–	148
2024 Q4	$615K	Hold	1,050	–	–	0.27%	60
2024 Q3	$602K	Hold	1,050	–	–	0.27%	62
2024 Q2	$571K	Hold	1,050	–	–	0.28%	60
2024 Q1	$549K	Hold	1,050	–	–	0.29%	62
2023 Q4	$499K	Buy	1,050 +208	+25%	+$92.7K	0.29%	61
2023 Q3	$360K	Sell	842 -35	-4%	-$15.6K	0.22%	78
2023 Q2	$389K	Hold	877	–	–	0.22%	81
2023 Q1	$359K	Hold	877	–	–	0.22%	78
2022 Q4	$335K	Hold	877	–	–	0.21%	85
2022 Q3	$313K	Hold	877	–	–	0.21%	80
2022 Q2	$331K	Hold	877	–	–	0.21%	89
2022 Q1	$396K	Hold	877	–	–	0.21%	87
2021 Q4	$417K	Buy	+877	New	+$403K	0.21%	93

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

Smith Shellnut Wilson's SPY Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q2 2026, selling an estimated $163K and leaving 867 shares worth $647K. The position accounts for 0.24% of the portfolio, ranked #71.

Smith Shellnut Wilson first reported a position in SPY in Q4 2021 and has held it in 17 quarters since. The position peaked at $728K in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Smith Shellnut Wilson held 867 shares of State Street SPDR S&P 500 ETF Trust worth $647K as of Q2 2026.
Smith Shellnut Wilson sold 225 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $163K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Smith Shellnut Wilson's portfolio in Q2 2026, its #71 holding.
Smith Shellnut Wilson first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 17 quarters since.
Smith Shellnut Wilson's State Street SPDR S&P 500 ETF Trust position peaked at $728K in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.