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

Sunesis 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 		$4.83M Sell
6,472
-65
-1% -$47.1K 2% 8
2026
Q1 		$4.25M Sell
6,537
-20
-0.3% -$13.6K 1.92% 8
2025
Q4 		$4.47M Sell
6,557
-36
-0.5% -$24.3K 2.02% 8
2025
Q3 		$4.39M Buy
+6,593
New +$4.23M 2.05% 8
2025
Q1 		$3.83M Sell
6,850
-357
-5% -$210K 2.08% 10
2024
Q4 		$4.22M Hold
7,207
– – 2.57% 7
2024
Q3 		$4.14M Hold
7,207
– – 2.49% 7
2024
Q2 		$3.92M Buy
7,207
+351
+5% +$184K 2.33% 8
2024
Q1 		$3.59M Sell
6,856
-843
-11% -$420K 2.1% 8
2023
Q4 		$3.66M Hold
7,699
– – 2.23% 8
2023
Q3 		$3.29M Buy
+7,699
New +$3.42M 2.33% 7
2023
Q1 		$3.15M Buy
7,699
+2,751
+56% +$1.1M 2.27% 7
2022
Q4 		$1.89M Hold
4,948
– – 1.21% 11
2022
Q3 		$1.77M Sell
4,948
-128
-3% -$50.8K 1.22% 14
2022
Q2 		$1.92M Sell
5,076
-963
-16% -$395K 1.24% 13
2022
Q1 		$2.73M Hold
6,039
– – 1.58% 12
2021
Q4 		$2.87M Hold
6,039
– – 2.1% 8
2021
Q3 		$2.59M Hold
6,039
– – 2% 9
2021
Q2 		$2.58M Hold
6,039
– – 1.98% 9
2021
Q1 		$2.39M Hold
6,039
– – 1.91% 9
2020
Q4 		$2.26M Hold
6,039
– – 1.83% 10
2020
Q3 		$2.02M Sell
6,039
-211
-3% -$69.9K 1.8% 11
2020
Q2 		$1.93M Sell
6,250
-112
-2% -$32.8K 1.77% 12
2020
Q1 		$1.64M Buy
6,362
+3,543
+126% +$1.08M 1.65% 13
2019
Q4 		$907K Buy
2,819
+1,094
+63% +$337K 0.83% 20
2019
Q3 		$512K Hold
1,725
– – 0.53% 23
2019
Q2 		$505K Buy
1,725
+439
+34% +$126K 0.54% 22
2019
Q1 		$363K Hold
1,286
– – 0.37% 25
2018
Q4 		$321K Buy
+1,286
New +$347K 0.35% 24

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sunesis Advisors's SPY Position: Q2 2026 in Review

Sunesis Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.99% in Q2 2026, selling an estimated $47.1K and leaving 6,472 shares worth $4.83M. The position accounts for 2% of the portfolio, ranked #8.

Sunesis Advisors first reported a position in SPY in Q4 2018 and has held it in 29 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Sunesis Advisors held 6,472 shares of State Street SPDR S&P 500 ETF Trust worth $4.83M as of Q2 2026.
  • Sunesis Advisors sold 65 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.1K.
  • State Street SPDR S&P 500 ETF Trust made up 2% of Sunesis Advisors's portfolio in Q2 2026, its #8 holding.
  • Sunesis Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 29 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.