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

Tandem Investment 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	–	Sell	-367	Closed	-$239K	–	82
2026 Q1	$239K	Sell	367 -561	-60%	-$381K	0.01%	75
2025 Q4	$633K	Buy	+928	New	+$627K	0.02%	48
2024 Q4	–	Sell	-783	Closed	-$449K	–	91
2024 Q3	$449K	Sell	783 -36	-4%	-$19.9K	0.02%	60
2024 Q2	$446K	Sell	819 -355	-30%	-$186K	0.02%	58
2024 Q1	$614K	Sell	1,174 -76	-6%	-$37.8K	0.02%	53
2023 Q4	$594K	Sell	1,250 -10	-0.8%	-$4.46K	0.02%	57
2023 Q3	$539K	Sell	1,260 -29	-2%	-$12.9K	0.02%	60
2023 Q2	$572K	Sell	1,289 -146	-10%	-$61.3K	0.03%	58
2023 Q1	$587K	Sell	1,435 -38	-3%	-$15.2K	0.03%	58
2022 Q4	$563K	Sell	1,473 -78	-5%	-$30K	0.03%	60
2022 Q3	$554K	Sell	1,551 -66	-4%	-$26.2K	0.03%	61
2022 Q2	$610K	Buy	1,617 +70	+5%	+$28.7K	0.04%	55
2022 Q1	$699K	Sell	1,547 -353	-19%	-$157K	0.04%	50
2021 Q4	$903K	Sell	1,900 -107	-5%	-$49.1K	0.06%	49
2021 Q3	$861K	Buy	2,007 +1,083	+117%	+$478K	0.07%	46
2021 Q2	$396K	Sell	924 -197	-18%	-$82.2K	0.03%	50
2021 Q1	$444K	Buy	+1,121	New	+$432K	0.04%	48

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

Tandem Investment Advisors's SPY Position: Q2 2026 in Review

Tandem Investment Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 367 shares — an estimated $239K sold.

Tandem Investment Advisors first reported a position in SPY in Q1 2021 and held it in 17 quarters. The position peaked at $903K in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Tandem Investment Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Tandem Investment Advisors sold 367 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $239K.
Tandem Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and held it in 17 quarters.
Tandem Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $903K in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.