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

Advisornet Financial’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	$23.4M	Buy	31,275 +1,212	+4%	+$879K	1.07%	20
2026 Q1	$19.6M	Buy	30,063 +3	+0%	+$2.04K	1.01%	22
2025 Q4	$20.5M	Buy	30,060 +1,368	+5%	+$925K	1.09%	23
2025 Q3	$19.1M	Buy	28,692 +744	+3%	+$477K	1.08%	25
2025 Q2	$17.3M	Sell	27,948 -397	-1%	-$227K	1.11%	22
2025 Q1	$15.9M	Buy	28,345 +7,488	+36%	+$4.4M	1.18%	17
2024 Q4	$12.2M	Buy	20,857 +1,039	+5%	+$612K	1.02%	22
2024 Q3	$11.4M	Sell	19,818 -271	-1%	-$150K	0.85%	22
2024 Q2	$10.9M	Buy	20,089 +132	+0.7%	+$69.1K	0.99%	19
2024 Q1	$10.4M	Buy	19,957 +612	+3%	+$305K	1%	18
2023 Q4	$9.19M	Buy	19,345 +1,697	+10%	+$756K	0.85%	21
2023 Q3	$7.54M	Sell	17,648 -22,543	-56%	-$10M	0.68%	34
2023 Q2	$17.8M	Buy	40,191 +2,964	+8%	+$1.24M	1.52%	5
2023 Q1	$15.2M	Buy	37,227 +614	+2%	+$245K	1.39%	8
2022 Q4	$14M	Buy	36,613 +2,863	+8%	+$1.1M	1.38%	9
2022 Q3	$12.1M	Buy	33,750 +1,966	+6%	+$781K	1.2%	9
2022 Q2	$12M	Sell	31,784 -1,285	-4%	-$526K	1.18%	9
2022 Q1	$14.9M	Buy	33,069 +994	+3%	+$443K	0.93%	15
2021 Q4	$15.2M	Buy	32,075 +400	+1%	+$184K	0.94%	12
2021 Q3	$13.6M	Buy	31,675 +3,940	+14%	+$1.74M	0.95%	12
2021 Q2	$11.9M	Buy	27,735 +54	+0.2%	+$22.5K	0.79%	19
2021 Q1	$11M	Sell	27,681 -934	-3%	-$360K	0.78%	17
2020 Q4	$10.7M	Sell	28,615 -499	-2%	-$177K	0.86%	16
2020 Q3	$9.75M	Sell	29,114 -3,245	-10%	-$1.08M	0.84%	17
2020 Q2	$9.98M	Buy	32,359 +1,771	+6%	+$518K	0.8%	22
2020 Q1	$7.88M	Sell	30,588 -8,068	-21%	-$2.46M	0.73%	24
2019 Q4	$12.4M	Buy	38,656 +276	+0.7%	+$85K	1.06%	14
2019 Q3	$11.4M	Buy	38,380 +5,620	+17%	+$1.66M	1.05%	13
2019 Q2	$9.6M	Buy	32,760 +3,415	+12%	+$983K	1.06%	14
2019 Q1	$8.29M	Sell	29,345 -3,925	-12%	-$1.07M	1.01%	16
2018 Q4	$8.31M	Buy	33,270 +7,472	+29%	+$2.01M	1.15%	15
2018 Q3	$7.5M	Sell	25,798 -1,096	-4%	-$312K	0.94%	16
2018 Q2	$7.3M	Buy	26,894 +472	+2%	+$127K	0.99%	16
2018 Q1	$6.95M	Buy	26,422 +1,863	+8%	+$508K	0.96%	15
2017 Q4	$6.55M	Buy	+24,559	New	+$6.39M	1%	15

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Advisornet Financial's SPY Position: Q2 2026 in Review

Advisornet Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q2 2026, buying an estimated $879K and bringing the position to 31,275 shares worth $23.4M. The position accounts for 1.07% of the portfolio, ranked #20.

Advisornet Financial first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Advisornet Financial held 31,275 shares of State Street SPDR S&P 500 ETF Trust worth $23.4M as of Q2 2026.
Advisornet Financial bought 1,212 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $879K.
State Street SPDR S&P 500 ETF Trust made up 1.07% of Advisornet Financial's portfolio in Q2 2026, its #20 holding.
Advisornet Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.