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

Washburn Capital 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 		$46.3M Sell
61,938
-897
-1% -$650K 22.77% 1
2026
Q1 		$40.9M Sell
62,835
-175
-0.3% -$119K 23.74% 1
2025
Q4 		$43M Sell
63,010
-239
-0.4% -$162K 23.65% 1
2025
Q3 		$42.1M Sell
63,249
-1,617
-2% -$1.04M 23.54% 1
2025
Q2 		$40.1M Sell
64,866
-651
-1% -$372K 23.5% 1
2025
Q1 		$36.6M Buy
65,517
+471
+0.7% +$277K 24.1% 1
2024
Q4 		$38.1M Buy
65,046
+4,810
+8% +$2.83M 23.61% 1
2024
Q3 		$34.6M Sell
60,236
-2,086
-3% -$1.15M 24.76% 1
2024
Q2 		$33.9M Buy
62,322
+141
+0.2% +$73.8K 24.2% 1
2024
Q1 		$32.5M Sell
62,181
-1,886
-3% -$939K 24.04% 1
2023
Q4 		$30.5M Buy
64,067
+5,250
+9% +$2.34M 22.89% 1
2023
Q3 		$25.1M Buy
58,817
+704
+1% +$313K 21.24% 1
2023
Q2 		$25.8M Buy
58,113
+2,894
+5% +$1.21M 21.52% 1
2023
Q1 		$22.6M Sell
55,219
-2,169
-4% -$865K 19.49% 1
2022
Q4 		$21.9M Sell
57,388
-2,137
-4% -$821K 19.97% 1
2022
Q3 		$21.3M Sell
59,525
-1,312
-2% -$521K 20.33% 1
2022
Q2 		$23M Sell
60,837
-2,236
-4% -$916K 19.77% 1
2022
Q1 		$28.5M Buy
63,073
+774
+1% +$345K 18.67% 1
2021
Q4 		$29.6M Buy
62,299
+2,300
+4% +$1.06M 17.59% 1
2021
Q3 		$25.7M Buy
59,999
+935
+2% +$412K 16.84% 1
2021
Q2 		$25.3M Buy
59,064
+1,612
+3% +$673K 16.9% 1
2021
Q1 		$22.8M Buy
57,452
+1,746
+3% +$673K 15.45% 1
2020
Q4 		$20.8M Sell
55,706
-4,631
-8% -$1.64M 14.48% 1
2020
Q3 		$20.2M Buy
60,337
+2,005
+3% +$664K 15.97% 1
2020
Q2 		$18M Buy
58,332
+4,483
+8% +$1.31M 16.56% 1
2020
Q1 		$13.9M Sell
53,849
-29,395
-35% -$8.97M 18.99% 1
2019
Q4 		$26.8M Buy
+83,244
New +$25.6M 24.32% 1

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Washburn Capital Management's SPY Position: Q2 2026 in Review

Washburn Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2026, selling an estimated $650K and leaving 61,938 shares worth $46.3M. The position accounts for 22.77% of the portfolio, ranked #1.

Washburn Capital Management first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 1,903 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Washburn Capital Management held 61,938 shares of State Street SPDR S&P 500 ETF Trust worth $46.3M as of Q2 2026.
  • Washburn Capital Management sold 897 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $650K.
  • State Street SPDR S&P 500 ETF Trust made up 22.77% of Washburn Capital Management's portfolio in Q2 2026, its #1 holding.
  • Washburn Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,903 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.