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

Spectrum 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	$388K	Sell	520 -287	-36%	-$208K	0.16%	45
2026 Q1	$525K	Buy	807 +100	+14%	+$68K	0.26%	26
2025 Q4	$482K	Buy	707 +21	+3%	+$14.2K	0.24%	27
2025 Q3	$457K	Buy	686 +1	+0.1%	+$641	0.25%	22
2025 Q2	$423K	Buy	685 +201	+42%	+$115K	0.25%	21
2025 Q1	$271K	Sell	484 -50	-9%	-$29.4K	0.17%	22
2024 Q4	$313K	Buy	534 +125	+31%	+$73.6K	0.21%	21
2024 Q3	$235K	Hold	409	–	–	0.16%	22
2024 Q2	$222K	Buy	409 +23	+6%	+$12K	0.16%	24
2024 Q1	$202K	Buy	+386	New	+$192K	0.15%	34

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

Spectrum Investment Advisors's SPY Position: Q2 2026 in Review

Spectrum Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 36% in Q2 2026, selling an estimated $208K and leaving 520 shares worth $388K. The position accounts for 0.16% of the portfolio, ranked #45.

Spectrum Investment Advisors first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $525K in Q1 2026. 4,652 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Spectrum Investment Advisors held 520 shares of State Street SPDR S&P 500 ETF Trust worth $388K as of Q2 2026.
Spectrum Investment Advisors sold 287 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $208K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Spectrum Investment Advisors's portfolio in Q2 2026, its #45 holding.
Spectrum Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
Spectrum Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $525K in Q1 2026.
4,652 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.