Templeton & Phillips Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Templeton & Phillips Capital Management’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	$482K	Hold	645	–	–	0.35%	29
2026 Q1	$419K	Hold	645	–	–	0.34%	29
2025 Q4	$440K	Hold	645	–	–	0.29%	25
2025 Q3	$430K	Hold	645	–	–	0.31%	25
2025 Q2	$399K	Hold	645	–	–	0.29%	25
2025 Q1	$361K	Hold	645	–	–	0.26%	27
2024 Q4	$378K	Hold	645	–	–	0.3%	29
2024 Q3	$370K	Hold	645	–	–	0.29%	30
2024 Q2	$351K	Buy	+645	New	+$338K	0.31%	28

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

Templeton & Phillips Capital Management's SPY Position: Q2 2026 in Review

Templeton & Phillips Capital Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 645 shares worth $482K. The position accounts for 0.35% of the portfolio, ranked #29.

Templeton & Phillips Capital Management first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Templeton & Phillips Capital Management held 645 shares of State Street SPDR S&P 500 ETF Trust worth $482K as of Q2 2026.
Templeton & Phillips Capital Management 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 0.35% of Templeton & Phillips Capital Management's portfolio in Q2 2026, its #29 holding.
Templeton & Phillips Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.