Access Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Access Financial Services’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	$509K	Sell	682 -21	-3%	-$15.2K	0.17%	72
2026 Q1	$457K	Sell	703 -53	-7%	-$36K	0.16%	74
2025 Q4	$516K	Sell	756 -97	-11%	-$65.6K	0.19%	73
2025 Q3	$466K	Sell	853 -52	-6%	-$33.3K	0.17%	76
2025 Q2	$464K	Sell	905 -20	-2%	-$11.4K	0.18%	76
2025 Q1	$431K	Sell	925 -291	-24%	-$171K	0.17%	73
2024 Q4	$622K	Buy	1,216 +5	+0.4%	+$2.95K	0.28%	69
2024 Q3	$606K	Buy	1,211 +42	+4%	+$23.2K	0.28%	67
2024 Q2	$552K	Sell	1,169 -20	-2%	-$10.5K	0.25%	71
2024 Q1	$541K	Buy	+1,189	New	+$592K	0.24%	72
2022 Q3	–	Sell	-843	Closed	-$260K	–	96
2022 Q2	$260K	Buy	+843	New	+$345K	0.15%	99
2022 Q1	–	Sell	-709	Closed	-$337K	–	119
2021 Q4	$337K	Hold	709	–	–	0.15%	102
2021 Q3	$304K	Hold	709	–	–	0.14%	102
2021 Q2	$303K	Buy	709 +23	+3%	+$9.6K	0.14%	106
2021 Q1	$272K	Buy	686 +11	+2%	+$4.24K	0.13%	96
2020 Q4	$252K	Buy	+675	New	+$239K	0.12%	91
2020 Q3	–	Sell	-832	Closed	-$257K	–	79
2020 Q2	$257K	Buy	+832	New	+$244K	0.17%	72
2020 Q1	–	Sell	-815	Closed	-$262K	–	74
2019 Q4	$262K	Sell	815 -109	-12%	-$33.6K	0.15%	75
2019 Q3	$274K	Sell	924 -267	-22%	-$78.9K	0.2%	69
2019 Q2	$349K	Buy	+1,191	New	+$343K	0.27%	65
2017 Q4	–	Sell	-875	Closed	-$220K	–	74
2017 Q3	$220K	Buy	+875	New	+$216K	0.17%	68

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Access Financial Services's SPY Position: Q2 2026 in Review

Access Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, selling an estimated $15.2K and leaving 682 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #72.

Access Financial Services first reported a position in SPY in Q3 2017 and has held it in 21 quarters since. The position peaked at $622K in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Access Financial Services held 682 shares of State Street SPDR S&P 500 ETF Trust worth $509K as of Q2 2026.
Access Financial Services sold 21 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Access Financial Services's portfolio in Q2 2026, its #72 holding.
Access Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and has held it in 21 quarters since.
Access Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $622K in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.