St. Clair Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

St. Clair 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	$453K	Hold	607	–	–	0.12%	67
2026 Q1	$395K	Hold	607	–	–	0.11%	71
2025 Q4	$414K	Buy	+607	New	+$410K	0.11%	70
2022 Q1	–	Sell	-744	Closed	-$353K	–	49
2021 Q4	$353K	Hold	744	–	–	0.2%	43
2021 Q3	$319K	Buy	+744	New	+$328K	0.22%	43

Other funds holding SPY

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

St. Clair Advisors's SPY Position: Q2 2026 in Review

St. Clair Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 607 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #67.

St. Clair Advisors first reported a position in SPY in Q3 2021 and has held it in 5 quarters since. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

St. Clair Advisors held 607 shares of State Street SPDR S&P 500 ETF Trust worth $453K as of Q2 2026.
St. Clair Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.12% of St. Clair Advisors's portfolio in Q2 2026, its #67 holding.
St. Clair Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 5 quarters since.
1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.