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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$2.39M Sell
3,205
-15
-0.5% -$10.9K 0.4% 72
2026
Q1 		$2.09M Sell
3,220
-18
-0.6% -$12.2K 0.38% 69
2025
Q4 		$2.21M Sell
3,238
-120
-4% -$81.1K 0.41% 69
2025
Q3 		$2.24M Sell
3,358
-50
-1% -$32.1K 0.44% 66
2025
Q2 		$2.11M Buy
3,408
+103
+3% +$58.9K 0.46% 62
2025
Q1 		$1.85M Sell
3,305
-12
-0.4% -$7.05K 0.44% 64
2024
Q4 		$1.94M Sell
3,317
-79
-2% -$46.5K 0.47% 63
2024
Q3 		$1.95M Sell
3,396
-68
-2% -$37.6K 0.49% 62
2024
Q2 		$1.89M Buy
3,464
+24
+0.7% +$12.6K 0.51% 60
2024
Q1 		$1.8M Buy
3,440
+1
+0% +$498 0.51% 60
2023
Q4 		$1.63M Buy
3,439
+39
+1% +$17.4K 0.51% 58
2023
Q3 		$1.45M Sell
3,400
-36
-1% -$16K 0.51% 60
2023
Q2 		$1.52M Buy
3,436
+43
+1% +$18K 0.5% 61
2023
Q1 		$1.39M Buy
3,393
+63
+2% +$25.1K 0.47% 64
2022
Q4 		$1.27M Buy
3,330
+7
+0.2% +$2.69K 0.46% 66
2022
Q3 		$1.19M Buy
3,323
+1
+0% +$397 0.44% 64
2022
Q2 		$1.25M Buy
3,322
+112
+3% +$45.9K 0.43% 65
2022
Q1 		$1.45M Sell
3,210
-349
-10% -$155K 0.41% 71
2021
Q4 		$1.69M Sell
3,559
-228
-6% -$105K 0.48% 66
2021
Q3 		$1.63M Sell
3,787
-93
-2% -$41K 0.48% 64
2021
Q2 		$1.66M Sell
3,880
-380
-9% -$159K 0.49% 63
2021
Q1 		$1.69M Buy
4,260
+1,180
+38% +$455K 0.54% 64
2020
Q4 		$1.15M Sell
3,080
-141
-4% -$50K 0.39% 68
2020
Q3 		$1.08M Sell
3,221
-175
-5% -$58K 0.42% 64
2020
Q2 		$1.05M Sell
3,396
-200
-6% -$58.5K 0.43% 66
2020
Q1 		$926K Buy
3,596
+225
+7% +$68.6K 0.49% 59
2019
Q4 		$1.08M Hold
3,371
– – 0.5% 59
2019
Q3 		$1M Buy
3,371
+875
+35% +$259K 0.51% 56
2019
Q2 		$731K Hold
2,496
– – 0.37% 69
2019
Q1 		$705K Sell
2,496
-280
-10% -$76.1K 0.36% 72
2018
Q4 		$693K Sell
2,776
-50
-2% -$13.5K 0.41% 66
2018
Q3 		$822K Sell
2,826
-114
-4% -$32.5K 0.43% 61
2018
Q2 		$797K Sell
2,940
-62
-2% -$16.7K 0.47% 62
2018
Q1 		$790K Sell
3,002
-46
-2% -$12.6K 0.49% 59
2017
Q4 		$813K Hold
3,048
– – 0.5% 61
2017
Q3 		$766K Sell
3,048
-326
-10% -$80.4K 0.51% 61
2017
Q2 		$816K Sell
3,374
-280
-8% -$67.1K 0.54% 57
2017
Q1 		$861K Buy
3,654
+24
+0.7% +$5.58K 0.62% 50
2016
Q4 		$811K Buy
+3,630
New +$793K 0.65% 48

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

Sterling Investment Advisors (Pennsylvania)'s SPY Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q2 2026, selling an estimated $10.9K and leaving 3,205 shares worth $2.39M. The position accounts for 0.4% of the portfolio, ranked #72.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 3,205 shares of State Street SPDR S&P 500 ETF Trust worth $2.39M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.4% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #72 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.