Thompson Davis & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$329K Hold
440
0.2% 99
2026
Q1
$286K Sell
440
-64
-13% -$43.5K 0.19% 89
2025
Q4
$344K Sell
504
-2
-0.4% -$1.35K 0.21% 84
2025
Q3
$337K Sell
506
-12
-2% -$7.69K 0.21% 83
2025
Q2
$320K Sell
518
-21
-4% -$12K 0.22% 76
2025
Q1
$302K Sell
539
-15
-3% -$8.82K 0.24% 70
2024
Q4
$325K Sell
554
-41
-7% -$24.2K 0.21% 74
2024
Q3
$341K Sell
595
-43
-7% -$23.8K 0.25% 69
2024
Q2
$347K Sell
638
-180
-22% -$94.2K 0.3% 59
2024
Q1
$428K Buy
818
+3
+0.4% +$1.49K 0.29% 46
2023
Q4
$387K Sell
815
-174
-18% -$77.5K 0.33% 44
2023
Q3
$423K Sell
989
-35
-3% -$15.6K 0.52% 35
2023
Q2
$454K Sell
1,024
-535
-34% -$225K 0.51% 36
2023
Q1
$638K Sell
1,559
-92
-6% -$36.7K 0.83% 22
2022
Q4
$631K Buy
1,651
+163
+11% +$62.6K 0.9% 22
2022
Q3
$531K Sell
1,488
-247
-14% -$98.1K 0.72% 26
2022
Q2
$654K Sell
1,735
-760
-30% -$311K 1.07% 18
2022
Q1
$1.13M Sell
2,495
-130
-5% -$57.9K 1.37% 14
2021
Q4
$1.25M Buy
+2,625
New +$1.21M 1.04% 15
2018
Q3
$613K Sell
2,109
-314
-13% -$89.4K 1.34% 11
2018
Q2
$657K Sell
2,423
-511
-17% -$138K 1.56% 7
2018
Q1
$772K Sell
2,934
-79
-3% -$21.6K 2.04% 5
2017
Q4
$804K Buy
3,013
+641
+27% +$167K 1.9% 7
2017
Q3
$596K Sell
2,372
-1,685
-42% -$415K 1.05% 12
2017
Q2
$981K Sell
4,057
-1,207
-23% -$289K 1.58% 7
2017
Q1
$1.24M Buy
5,264
+4,184
+387% +$972K 1.77% 2
2016
Q4
$242K Sell
1,080
-1,425
-57% -$311K 0.4% 60
2016
Q3
$556K Sell
2,505
-1,852
-43% -$400K 0.98% 12
2016
Q2
$913K Buy
4,357
+3,005
+222% +$624K 1.46% 6
2016
Q1
$278K Hold
1,352
0.41% 59
2015
Q4
$276K Buy
1,352
+3
+0.2% +$616 0.39% 61
2015
Q3
$259K Hold
1,349
0.36% 73
2015
Q2
$278K Sell
1,349
-230
-15% -$48.4K 0.32% 69
2015
Q1
$326K Buy
1,579
+163
+12% +$33.6K 0.39% 50
2014
Q4
$291K Buy
1,416
+120
+9% +$24.1K 0.34% 61
2014
Q3
$255K Buy
+1,296
New +$256K 0.33% 62
2014
Q2
Sell
-125
Closed -$23K 841
2014
Q1
$23K Buy
+125
New +$22.9K 0.04% 365

Other funds holding SPY

Thompson Davis & Co's SPY Position: Q2 2026 in Review

Thompson Davis & Co held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 440 shares worth $329K. The position accounts for 0.2% of the portfolio, ranked #99.

Thompson Davis & Co first reported a position in SPY in Q1 2014 and has held it in 37 quarters since. The position peaked at $1.25M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Thompson Davis & Co held 440 shares of State Street SPDR S&P 500 ETF Trust worth $329K as of Q2 2026.
  • Thompson Davis & Co 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 0.2% of Thompson Davis & Co's portfolio in Q2 2026, its #99 holding.
  • Thompson Davis & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 37 quarters since.
  • Thompson Davis & Co's State Street SPDR S&P 500 ETF Trust position peaked at $1.25M in Q4 2021.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.