Tiller Private Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Tiller Private Wealth’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	$46.2M	Buy	61,906 +509	+0.8%	+$369K	14.48%	2
2026 Q1	$39.9M	Buy	61,397 +199	+0.3%	+$135K	14.19%	2
2025 Q4	$41.7M	Sell	61,198 -2,387	-4%	-$1.61M	14.85%	2
2025 Q3	$42.4M	Sell	63,585 -63	-0.1%	-$40.4K	15.07%	2
2025 Q2	$39.3M	Sell	63,648 -1,824	-3%	-$1.04M	14.95%	2
2025 Q1	$36.6M	Buy	65,472 +933	+1%	+$548K	15.26%	2
2024 Q4	$37.8M	Buy	64,539 +616	+1%	+$363K	16.03%	1
2024 Q3	$36.7M	Buy	63,923 +284	+0.4%	+$157K	15.2%	2
2024 Q2	$34.6M	Buy	63,639 +354	+0.6%	+$185K	15.2%	1
2024 Q1	$33.1M	Buy	63,285 +18,288	+41%	+$9.1M	14.78%	2
2023 Q4	$21.4M	Buy	44,997 +1,460	+3%	+$650K	10.71%	2
2023 Q3	$18.6M	Buy	43,537 +617	+1%	+$274K	10.12%	2
2023 Q2	$19M	Buy	42,920 +208	+0.5%	+$87.3K	10.36%	2
2023 Q1	$17.5M	Buy	42,712 +94	+0.2%	+$37.5K	9.8%	3
2022 Q4	$16.3M	Buy	42,618 +539	+1%	+$207K	9.62%	3
2022 Q3	$15M	Buy	42,079 +1,144	+3%	+$454K	9.67%	3
2022 Q2	$15.4M	Buy	40,935 +2,347	+6%	+$961K	9.48%	2
2022 Q1	$17.4M	Buy	38,588 +1,581	+4%	+$704K	10.05%	2
2021 Q4	$17.6M	Buy	37,007 +796	+2%	+$365K	11.09%	3
2021 Q3	$15.5M	Buy	36,211 +6,065	+20%	+$2.68M	11.72%	3
2021 Q2	$12.9M	Buy	30,146 +2,306	+8%	+$963K	13.76%	3
2021 Q1	$11M	Buy	27,840 +4,142	+17%	+$1.6M	13.79%	3
2020 Q4	$8.86M	Buy	23,698 +10,901	+85%	+$3.87M	11.97%	3
2020 Q3	$4.29M	Buy	12,797 +959	+8%	+$318K	7.92%	4
2020 Q2	$3.65M	Buy	11,838 +11,022	+1,351%	+$3.23M	7.41%	4
2020 Q1	$210K	Buy	+816	New	+$249K	0.24%	29

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

Tiller Private Wealth's SPY Position: Q2 2026 in Review

Tiller Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.83% in Q2 2026, buying an estimated $369K and bringing the position to 61,906 shares worth $46.2M. The position accounts for 14.48% of the portfolio, ranked #2.

Tiller Private Wealth first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Tiller Private Wealth held 61,906 shares of State Street SPDR S&P 500 ETF Trust worth $46.2M as of Q2 2026.
Tiller Private Wealth bought 509 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $369K.
State Street SPDR S&P 500 ETF Trust made up 14.48% of Tiller Private Wealth's portfolio in Q2 2026, its #2 holding.
Tiller Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 26 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.