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

Truvestments Capital’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	$1.35M	Buy	1,806 +276	+18%	+$200K	0.2%	123
2026 Q1	$995K	Buy	1,530 +596	+64%	+$405K	0.18%	142
2025 Q4	$637K	Buy	934 +12	+1%	+$8.11K	0.12%	152
2025 Q3	$614K	Buy	922 +1	+0.1%	+$641	0.11%	160
2025 Q2	$569K	Sell	921 -145	-14%	-$82.9K	0.11%	154
2025 Q1	$597K	Buy	1,066 +126	+13%	+$74.1K	0.13%	139
2024 Q4	$551K	Sell	940 -55	-6%	-$32.4K	0.14%	125
2024 Q3	$571K	Buy	995 +54	+6%	+$29.9K	0.15%	114
2024 Q2	$512K	Buy	941 +34	+4%	+$17.8K	0.2%	112
2024 Q1	$475K	Sell	907 -99	-10%	-$49.3K	0.18%	117
2023 Q4	$478K	Buy	1,006 +18	+2%	+$8.02K	0.22%	88
2023 Q3	$422K	Buy	988 +1	+0.1%	+$445	0.22%	82
2023 Q2	$437K	Sell	987 -176	-15%	-$73.9K	0.22%	85
2023 Q1	$476K	Buy	1,163 +29	+3%	+$11.6K	0.25%	73
2022 Q4	$434K	Sell	1,134 -8	-0.7%	-$3.08K	0.24%	85
2022 Q3	$408K	Sell	1,142 -3,837	-77%	-$1.52M	0.26%	94
2022 Q2	$1.88M	Sell	4,979 -238	-5%	-$97.5K	1.1%	32
2022 Q1	$2.36M	Buy	5,217 +4,028	+339%	+$1.79M	1.29%	20
2021 Q4	$565K	Sell	1,189 -7	-0.6%	-$3.21K	0.28%	86
2021 Q3	$513K	Sell	1,196 -35	-3%	-$15.4K	0.28%	91
2021 Q2	$527K	Sell	1,231 -2,817	-70%	-$1.18M	0.29%	85
2021 Q1	$1.6M	Buy	4,048 +372	+10%	+$143K	0.91%	35
2020 Q4	$1.37M	Sell	3,676 -39	-1%	-$13.8K	0.95%	30
2020 Q3	$1.24M	Buy	3,715 +25	+0.7%	+$8.29K	1.12%	23
2020 Q2	$1.14M	Buy	3,690 +580	+19%	+$170K	1.16%	24
2020 Q1	$801K	Buy	3,110 +1,563	+101%	+$477K	1.02%	30
2019 Q4	$498K	Sell	1,547 -68	-4%	-$20.9K	0.34%	87
2019 Q3	$479K	Buy	1,615 +262	+19%	+$77.4K	0.31%	86
2019 Q2	$397K	Buy	1,353 +275	+26%	+$79.2K	0.27%	88
2019 Q1	$305K	Buy	+1,078	New	+$293K	0.23%	91
2018 Q3	$196K	Buy	+672	New	+$191K	0.09%	181

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

Truvestments Capital's SPY Position: Q2 2026 in Review

Truvestments Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, buying an estimated $200K and bringing the position to 1,806 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #123.

Truvestments Capital first reported a position in SPY in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.36M in Q1 2022. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Truvestments Capital held 1,806 shares of State Street SPDR S&P 500 ETF Trust worth $1.35M as of Q2 2026.
Truvestments Capital bought 276 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $200K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Truvestments Capital's portfolio in Q2 2026, its #123 holding.
Truvestments Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 31 quarters since.
Truvestments Capital's State Street SPDR S&P 500 ETF Trust position peaked at $2.36M in Q1 2022.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.