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Trust Point Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Trust Point Inc’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 		$15M Buy
20,118
+231
+1% +$167K 1.28% 13
2026
Q1 		$12.9M Buy
19,887
+136
+0.7% +$92.5K 1.12% 15
2025
Q4 		$13.5M Sell
19,751
-29
-0.1% -$19.6K 1.06% 14
2025
Q3 		$13.2M Buy
19,780
+27
+0.1% +$17.3K 1.06% 14
2025
Q2 		$12.2M Sell
19,753
-587
-3% -$336K 1.15% 11
2025
Q1 		$11.4M Sell
20,340
-152
-0.7% -$89.3K 1.04% 14
2024
Q4 		$12M Buy
20,492
+15,381
+301% +$9.06M 0.83% 16
2024
Q3 		$2.93M Buy
5,111
+305
+6% +$169K 0.22% 44
2024
Q2 		$2.62M Sell
4,806
-42
-0.9% -$22K 0.21% 48
2024
Q1 		$2.54M Sell
4,848
-69
-1% -$34.4K 0.2% 54
2023
Q4 		$2.34M Buy
+4,917
New +$2.19M 0.19% 55

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Trust Point Inc's SPY Position: Q2 2026 in Review

Trust Point Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $167K and bringing the position to 20,118 shares worth $15M. The position accounts for 1.28% of the portfolio, ranked #13.

Trust Point Inc first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,151 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Trust Point Inc held 20,118 shares of State Street SPDR S&P 500 ETF Trust worth $15M as of Q2 2026.
  • Trust Point Inc bought 231 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $167K.
  • State Street SPDR S&P 500 ETF Trust made up 1.28% of Trust Point Inc's portfolio in Q2 2026, its #13 holding.
  • Trust Point Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,151 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.