Unified Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Unified Investment 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	$694K	Hold	929	–	–	0.64%	47
2026 Q1	$604K	Hold	929	–	–	0.62%	58
2025 Q4	$633K	Sell	929 -10	-1%	-$6.76K	0.63%	53
2025 Q3	$625K	Sell	939 -85	-8%	-$54.5K	0.62%	53
2025 Q2	$633K	Hold	1,024	–	–	0.68%	54
2025 Q1	$573K	Sell	1,024 -11	-1%	-$6.47K	0.68%	52
2024 Q4	$606K	Buy	+1,035	New	+$610K	0.69%	52

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

Unified Investment Management's SPY Position: Q2 2026 in Review

Unified Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 929 shares worth $694K. The position accounts for 0.64% of the portfolio, ranked #47.

Unified Investment Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Unified Investment Management held 929 shares of State Street SPDR S&P 500 ETF Trust worth $694K as of Q2 2026.
Unified Investment 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 0.64% of Unified Investment Management's portfolio in Q2 2026, its #47 holding.
Unified Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 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 Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.