Symmetry Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Symmetry Partners’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	$1M	Hold	1,342	–	–	0.05%	85
2026 Q1	$873K	Hold	1,342	–	–	0.05%	83
2025 Q4	$915K	Hold	1,342	–	–	0.05%	78
2025 Q3	$894K	Sell	1,342 -477	-26%	-$306K	0.1%	72
2025 Q2	$1.12M	Buy	1,819 +477	+36%	+$273K	0.14%	60
2025 Q1	$751K	Hold	1,342	–	–	0.1%	72
2024 Q4	$787K	Buy	+1,342	New	+$791K	0.11%	70
2021 Q1	–	Sell	-712	Closed	-$266K	–	646
2020 Q4	$266K	Sell	712 -49	-6%	-$17.4K	0.02%	544
2020 Q3	$255K	Buy	+761	New	+$252K	0.02%	528
2019 Q1	–	Sell	-2,749	Closed	-$687K	–	435
2018 Q4	$687K	Buy	2,749 +540	+24%	+$146K	0.18%	74
2018 Q3	$642K	Buy	2,209 +1,250	+130%	+$356K	0.25%	32
2018 Q2	$260K	Buy	+959	New	+$259K	0.11%	32
2017 Q2	–	Sell	-205	Closed	-$48K	–	54
2017 Q1	$48K	Buy	+205	New	+$47.6K	0.03%	44

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Symmetry Partners's SPY Position: Q2 2026 in Review

Symmetry Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,342 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #85.

Symmetry Partners first reported a position in SPY in Q1 2017 and has held it in 13 quarters since. The position peaked at $1.12M in Q2 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Symmetry Partners held 1,342 shares of State Street SPDR S&P 500 ETF Trust worth $1M as of Q2 2026.
Symmetry Partners 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 0.05% of Symmetry Partners's portfolio in Q2 2026, its #85 holding.
Symmetry Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 13 quarters since.
Symmetry Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.12M in Q2 2025.
2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.