William B. Walkup & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

William B. Walkup & Associates’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	$689K	Buy	923 +643	+230%	+$466K	0.33%	59
2026 Q1	$157K	Sell	280 -485	-63%	-$330K	0.09%	84
2025 Q4	$522K	Hold	765	–	–	0.29%	64
2025 Q3	$510K	Hold	765	–	–	0.27%	62
2025 Q2	$473K	Buy	765 +485	+173%	+$277K	0.28%	61
2025 Q1	$157K	Hold	280	–	–	0.1%	83
2024 Q4	$164K	Hold	280	–	–	0.1%	85
2024 Q3	$161K	Hold	280	–	–	0.1%	85
2024 Q2	$152K	Buy	+280	New	+$147K	0.1%	84

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

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

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

William B. Walkup & Associates's SPY Position: Q2 2026 in Review

William B. Walkup & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 230% in Q2 2026, buying an estimated $466K and bringing the position to 923 shares worth $689K. The position accounts for 0.33% of the portfolio, ranked #59.

William B. Walkup & Associates first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

William B. Walkup & Associates held 923 shares of State Street SPDR S&P 500 ETF Trust worth $689K as of Q2 2026.
William B. Walkup & Associates bought 643 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $466K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of William B. Walkup & Associates's portfolio in Q2 2026, its #59 holding.
William B. Walkup & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.