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

Waycross 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	$6.16M	Buy	8,247 +2,406	+41%	+$1.74M	4.69%	7
2026 Q1	$3.8M	Sell	5,841 -82	-1%	-$55.8K	3.63%	10
2025 Q4	$4.04M	Sell	5,923 -11	-0.2%	-$7.43K	3.55%	10
2025 Q3	$3.95M	Sell	5,934 -39	-0.7%	-$25K	4.03%	8
2025 Q2	$3.69M	Buy	5,973 +32	+0.5%	+$18.3K	3.84%	8
2025 Q1	$3.32M	Buy	5,941 +139	+2%	+$81.7K	3.75%	8
2024 Q4	$3.4M	Sell	5,802 -60	-1%	-$35.4K	3.58%	8
2024 Q3	$3.36M	Sell	5,862 -1,041	-15%	-$576K	3.1%	9
2024 Q2	$3.76M	Sell	6,903 -532	-7%	-$278K	3.63%	7
2024 Q1	$3.89M	Sell	7,435 -303	-4%	-$151K	3.62%	7
2023 Q4	$3.68M	Sell	7,738 -869	-10%	-$387K	4.05%	7
2023 Q3	$3.68M	Buy	8,607 +54	+0.6%	+$24K	4.23%	5
2023 Q2	$3.79M	Sell	8,553 -75	-0.9%	-$31.5K	3.95%	6
2023 Q1	$3.53M	Sell	8,628 -15	-0.2%	-$5.99K	3.53%	7
2022 Q4	$3.31M	Buy	+8,643	New	+$3.32M	3.34%	7

Other funds holding SPY

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

EIP

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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 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 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

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

Waycross Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 41% in Q2 2026, buying an estimated $1.74M and bringing the position to 8,247 shares worth $6.16M. The position accounts for 4.69% of the portfolio, ranked #7.

Waycross Investment Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,491 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Waycross Investment Management held 8,247 shares of State Street SPDR S&P 500 ETF Trust worth $6.16M as of Q2 2026.
Waycross Investment Management bought 2,406 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.74M.
State Street SPDR S&P 500 ETF Trust made up 4.69% of Waycross Investment Management's portfolio in Q2 2026, its #7 holding.
Waycross Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,491 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.