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

Victrix Investment Advisors’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	–	Sell	-7,704	Closed	-$5.01M	–	101
2026 Q1	$5.01M	Sell	7,704 -259	-3%	-$176K	1.82%	18
2025 Q4	$5.43M	Buy	+7,963	New	+$5.38M	2.1%	13
2025 Q3	–	Sell	-8,528	Closed	-$5.27M	–	96
2025 Q2	$5.27M	Sell	8,528 -23	-0.3%	-$13.1K	2.33%	11
2025 Q1	$4.7M	Buy	+8,551	New	+$5.03M	2.47%	11

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Victrix Investment Advisors's SPY Position: Q2 2026 in Review

Victrix Investment Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 7,704 shares — an estimated $5.01M sold.

Victrix Investment Advisors first reported a position in SPY in Q1 2025 and held it in 4 quarters. The position peaked at $5.43M in Q4 2025. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Victrix Investment Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Victrix Investment Advisors sold 7,704 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.01M.
Victrix Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and held it in 4 quarters.
Victrix Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.43M in Q4 2025.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.