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
2025 Q1	–	Sell	-100	Closed	-$58.6K	–	2243
2024 Q4	$58.6K	Buy	+100	New	+$58.9K	﹤0.01%	840
2024 Q2	–	Sell	-4,500	Closed	-$2.35K	–	2183
2024 Q1	$2.35K	Buy	+4,500	New	+$2.24M	﹤0.01%	1574
2023 Q3	–	Sell	-1,100	Closed	-$487	–	2403
2023 Q2	$487	Buy	+1,100	New	+$462K	﹤0.01%	2057
2022 Q4	–	Sell	-5,000	Closed	-$1.79M	–	2486
2022 Q3	$1.79M	Buy	+5,000	New	+$1.99M	0.18%	136
2019 Q3	–	Sell	-700	Closed	-$205K	–	1948
2019 Q2	$205K	Buy	+700	New	+$202K	0.02%	442

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.