Southern Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Southern Capital 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	$472K	Buy	632 +130	+26%	+$94.3K	0.2%	49
2026 Q1	$326K	Buy	502 +18	+4%	+$12.2K	0.15%	62
2025 Q4	$330K	Sell	484 -35	-7%	-$23.7K	0.15%	63
2025 Q3	$346K	Buy	519 +1	+0.2%	+$641	0.16%	60
2025 Q2	$320K	Buy	518 +108	+26%	+$61.7K	0.16%	61
2025 Q1	$229K	Buy	410 +1	+0.2%	+$588	0.13%	71
2024 Q4	$240K	Sell	409 -11	-3%	-$6.48K	0.13%	63
2024 Q3	$241K	Sell	420 -2	-0.5%	-$1.11K	0.14%	64
2024 Q2	$230K	Buy	422 +1	+0.2%	+$523	0.14%	65
2024 Q1	$220K	Sell	421 -12	-3%	-$5.97K	0.13%	66
2023 Q4	$206K	Buy	+433	New	+$193K	0.15%	62
2022 Q2	–	Sell	-443	Closed	-$200K	–	83
2022 Q1	$200K	Sell	443 -1	-0.2%	-$445	0.14%	81
2021 Q4	$211K	Buy	+444	New	+$204K	0.13%	73

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

Southern Capital Advisors's SPY Position: Q2 2026 in Review

Southern Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q2 2026, buying an estimated $94.3K and bringing the position to 632 shares worth $472K. The position accounts for 0.2% of the portfolio, ranked #49.

Southern Capital Advisors first reported a position in SPY in Q4 2021 and has held it in 13 quarters since. 2,370 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Southern Capital Advisors held 632 shares of State Street SPDR S&P 500 ETF Trust worth $472K as of Q2 2026.
Southern Capital Advisors bought 130 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $94.3K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Southern Capital Advisors's portfolio in Q2 2026, its #49 holding.
Southern Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 13 quarters since.
2,370 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.