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

Stegner Investment Associates’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 		$922K Buy
1,235
+1
+0.1% +$725 0.44% 17
2026
Q1 		$802K Buy
1,234
+1
+0.1% +$680 0.44% 15
2025
Q4 		$841K Sell
1,233
-39
-3% -$26.4K 0.45% 13
2025
Q3 		$848K Buy
1,272
+1
+0.1% +$641 0.46% 12
2025
Q2 		$785K Buy
1,271
+1
+0.1% +$572 0.48% 12
2025
Q1 		$710K Buy
1,270
+2
+0.2% +$1.18K 0.5% 14
2024
Q4 		$743K Buy
1,268
+296
+30% +$174K 0.49% 14
2024
Q3 		$558K Buy
972
+1
+0.1% +$553 0.38% 15
2024
Q2 		$528K Buy
971
+2
+0.2% +$1.05K 0.38% 15
2024
Q1 		$507K Buy
969
+2
+0.2% +$996 0.37% 14
2023
Q4 		$460K Buy
967
+1
+0.1% +$445 0.36% 16
2023
Q3 		$413K Buy
966
+2
+0.2% +$890 0.36% 16
2023
Q2 		$427K Buy
964
+1
+0.1% +$420 0.35% 17
2023
Q1 		$396K Buy
963
+2
+0.2% +$798 0.35% 18
2022
Q4 		$367K Sell
961
-118
-11% -$45.4K 0.34% 19
2022
Q3 		$395K Sell
1,079
-757
-41% -$301K 0.38% 16
2022
Q2 		$693K Buy
1,836
+430
+31% +$176K 0.67% 15
2022
Q1 		$635K Hold
1,406
– – 0.5% 18
2021
Q4 		$668K Sell
1,406
-6
-0.4% -$2.75K 0.48% 18
2021
Q3 		$606K Hold
1,412
– – 0.46% 17
2021
Q2 		$604K Buy
1,412
+386
+38% +$161K 0.45% 17
2021
Q1 		$407K Buy
1,026
+125
+14% +$48.2K 0.33% 18
2020
Q4 		$337K Sell
901
-43
-5% -$15.3K 0.29% 20
2020
Q3 		$316K Buy
+944
New +$313K 0.31% 19

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stegner Investment Associates's SPY Position: Q2 2026 in Review

Stegner Investment Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.08% in Q2 2026, buying an estimated $725 and bringing the position to 1,235 shares worth $922K. The position accounts for 0.44% of the portfolio, ranked #17.

Stegner Investment Associates first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Stegner Investment Associates held 1,235 shares of State Street SPDR S&P 500 ETF Trust worth $922K as of Q2 2026.
  • Stegner Investment Associates bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.44% of Stegner Investment Associates's portfolio in Q2 2026, its #17 holding.
  • Stegner Investment Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
  • 4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.