Steigerwald Gordon & Koch’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Steigerwald Gordon & Koch’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	$1.85M	Sell	2,476 -51	-2%	-$37K	0.18%	57
2026 Q1	$1.64M	Buy	2,527 +142	+6%	+$96.5K	0.17%	62
2025 Q4	$1.63M	Buy	2,385 +43	+2%	+$29.1K	0.16%	64
2025 Q3	$1.56M	Sell	2,342 -663	-22%	-$425K	0.15%	65
2025 Q2	$1.86M	Sell	3,005 -164	-5%	-$93.7K	0.2%	57
2025 Q1	$1.77M	Buy	3,169 +112	+4%	+$65.8K	0.2%	55
2024 Q4	$1.79M	Buy	3,057 +391	+15%	+$230K	0.2%	56
2024 Q3	$1.53M	Buy	2,666 +38	+1%	+$21K	0.17%	57
2024 Q2	$1.43M	Buy	2,628 +1	+0%	+$523	0.17%	57
2024 Q1	$1.37M	Buy	2,627 +33	+1%	+$16.4K	0.17%	57
2023 Q4	$1.23M	Buy	2,594 +23	+0.9%	+$10.2K	0.17%	57
2023 Q3	$1.1M	Buy	2,571 +23	+0.9%	+$10.2K	0.17%	56
2023 Q2	$1.13M	Sell	2,548 -212	-8%	-$89K	0.17%	52
2023 Q1	$1.13M	Sell	2,760 -131	-5%	-$52.3K	0.17%	52
2022 Q4	$1.11M	Sell	2,891 -239	-8%	-$91.9K	0.18%	53
2022 Q3	$1.12M	Buy	3,130 +410	+15%	+$163K	0.2%	53
2022 Q2	$1.03M	Buy	2,720 +238	+10%	+$97.5K	0.18%	58
2022 Q1	$1.12M	Buy	2,482 +35	+1%	+$15.6K	0.17%	56
2021 Q4	$1.16M	Buy	2,447 +90	+4%	+$41.3K	0.17%	55
2021 Q3	$1.01M	Buy	2,357 +16	+0.7%	+$7.06K	0.17%	57
2021 Q2	$1M	Buy	2,341 +47	+2%	+$19.6K	0.17%	56
2021 Q1	$909K	Buy	2,294 +414	+22%	+$160K	0.17%	56
2020 Q4	$703K	Buy	+1,880	New	+$667K	0.14%	59
2019 Q4	–	Sell	-694	Closed	-$206K	–	90
2019 Q3	$206K	Sell	694 -568	-45%	-$168K	0.05%	80
2019 Q2	$370K	Buy	1,262 +29	+2%	+$8.35K	0.1%	62
2019 Q1	$348K	Buy	1,233 +53	+4%	+$14.4K	0.09%	63
2018 Q4	$295K	Buy	+1,180	New	+$318K	0.09%	66

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

Steigerwald Gordon & Koch's SPY Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $37K and leaving 2,476 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #57.

Steigerwald Gordon & Koch first reported a position in SPY in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.86M in Q2 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Steigerwald Gordon & Koch held 2,476 shares of State Street SPDR S&P 500 ETF Trust worth $1.85M as of Q2 2026.
Steigerwald Gordon & Koch sold 51 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $37K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #57 holding.
Steigerwald Gordon & Koch first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 27 quarters since.
Steigerwald Gordon & Koch's State Street SPDR S&P 500 ETF Trust position peaked at $1.86M in Q2 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.