WIM
SPY icon

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

Westside 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
2018
Q2 		– Sell
-75
Closed -$49.6K – 849
2018
Q1 		$49.6K Sell
75
-5
-6% -$1.36K 0.03% 284
2017
Q4 		$380 Buy
80
+20
+33% +$5.2K ﹤0.01% 826
2017
Q3 		$4.56K Buy
+60
New +$14.8K ﹤0.01% 682

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
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
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

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

Westside Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q2 2026, buying an estimated $183K and bringing the position to 3,994 shares worth $2.98M. The position accounts for 0.39% of the portfolio, ranked #65.

Westside Investment Management first reported a position in SPY in Q1 2017 and has held it in 35 quarters since. The position peaked at $3.33M in Q4 2024. 2,446 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Westside Investment Management held 3,994 shares of State Street SPDR S&P 500 ETF Trust worth $2.98M as of Q2 2026.
  • Westside Investment Management bought 252 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $183K.
  • State Street SPDR S&P 500 ETF Trust made up 0.39% of Westside Investment Management's portfolio in Q2 2026, its #65 holding.
  • Westside Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 35 quarters since.
  • Westside Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.33M in Q4 2024.
  • 2,446 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.