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Clear Point Advisors Inc.

SEC CIK
0002010474
Latest filing
Jul 28, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Clear Point Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
6,923
Value
$5.17M
% of portfolio
4.6%
Quarters held
10
Since Q4 2023
Holdings of SPY by Clear Point Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,923$5.17M4.6%+6,923NewHolders
Q1 20260$00.0%−7,071−100.0%Sold outHolders
Q4 20257,071$4.82M3.7%+233+3.4%AddedHolders
Q3 20256,838$4.56M3.5%−55−0.8%ReducedHolders
Q2 20256,893$4.26M3.6%+67+1.0%AddedHolders
Q1 20256,826$3.82M3.4%+10.0%AddedHolders
Q4 20246,825$4.00M3.4%−6−0.1%ReducedHolders
Q3 20246,831$3.92M3.0%+11+0.2%AddedHolders
Q2 20246,820$3.71M3.0%+189+2.9%AddedHolders
Q1 20246,631$3.47M2.9%−22−0.3%ReducedHolders
Q4 20236,653$3.16M2.8%–No prior filingHolders