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

Yousif 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	$21.9M	Sell	29,287 -43,973	-60%	-$31.9M	0.24%	60
2026 Q1	$47.6M	Buy	73,260 +28,244	+63%	+$19.2M	0.56%	20
2025 Q4	$30.5M	Buy	45,016 +18,677	+71%	+$12.6M	0.33%	42
2025 Q3	$17.5M	Sell	26,339 -39,735	-60%	-$25.5M	0.19%	89
2025 Q2	$40.8M	Sell	66,074 -27,978	-30%	-$16M	0.44%	27
2025 Q1	$52.6M	Buy	94,052 +18,911	+25%	+$11.1M	0.61%	20
2024 Q4	$44M	Buy	75,141 +278	+0.4%	+$164K	0.49%	23
2024 Q3	$43M	Sell	74,863 -5,530	-7%	-$3.06M	0.47%	24
2024 Q2	$43.8M	Buy	80,393 +8,974	+13%	+$4.7M	0.49%	24
2024 Q1	$37.4M	Sell	71,419 -4,274	-6%	-$2.13M	0.41%	30
2023 Q4	$36M	Sell	75,693 -30,235	-29%	-$13.5M	0.42%	27
2023 Q3	$45.3M	Buy	105,928 +31,051	+41%	+$13.8M	0.58%	21
2023 Q2	$33.2M	Sell	74,877 -25,539	-25%	-$10.7M	0.4%	30
2023 Q1	$41.1M	Sell	100,416 -25,160	-20%	-$10M	0.54%	20
2022 Q4	$48M	Buy	125,576 +655	+0.5%	+$252K	0.63%	17
2022 Q3	$44.6M	Buy	124,921 +32,505	+35%	+$12.9M	0.63%	15
2022 Q2	$34.9M	Buy	92,416 +31,135	+51%	+$12.8M	0.46%	26
2022 Q1	$27.7M	Sell	61,281 -28,835	-32%	-$12.8M	0.3%	51
2021 Q4	$42.8M	Buy	+90,116	New	+$41.4M	0.44%	24

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Yousif Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 60% in Q2 2026, selling an estimated $31.9M and leaving 29,287 shares worth $21.9M. The position accounts for 0.24% of the portfolio, ranked #60.

Yousif Capital Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.6M in Q1 2025. 1,223 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Yousif Capital Management held 29,287 shares of State Street SPDR S&P 500 ETF Trust worth $21.9M as of Q2 2026.
Yousif Capital Management sold 43,973 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $31.9M.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Yousif Capital Management's portfolio in Q2 2026, its #60 holding.
Yousif Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $52.6M in Q1 2025.
1,223 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.