Advisory Resource Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Advisory Resource Group’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	$497K	Buy	665 +205	+45%	+$149K	0.07%	140
2026 Q1	$299K	Buy	460 +86	+23%	+$58.5K	0.05%	153
2025 Q4	$255K	Sell	374 -2	-0.5%	-$1.35K	0.04%	154
2025 Q3	$250K	Sell	376 -107	-22%	-$68.6K	0.04%	157
2025 Q2	$298K	Buy	483 +115	+31%	+$65.7K	0.06%	146
2025 Q1	$206K	Buy	368 +3	+0.8%	+$1.76K	0.04%	160
2024 Q4	$214K	Sell	365 -2	-0.5%	-$1.18K	0.05%	155
2024 Q3	$211K	Sell	367 -82	-18%	-$45.3K	0.05%	154
2024 Q2	$244K	Sell	449 -226	-33%	-$118K	0.06%	141
2024 Q1	$353K	Buy	675 +26	+4%	+$12.9K	0.08%	130
2023 Q4	$308K	Hold	649	–	–	0.08%	130
2023 Q3	$277K	Buy	+649	New	+$289K	0.07%	133

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

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BMC

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Advisory Resource Group's SPY Position: Q2 2026 in Review

Advisory Resource Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 45% in Q2 2026, buying an estimated $149K and bringing the position to 665 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #140.

Advisory Resource Group first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 823 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Advisory Resource Group held 665 shares of State Street SPDR S&P 500 ETF Trust worth $497K as of Q2 2026.
Advisory Resource Group bought 205 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $149K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Advisory Resource Group's portfolio in Q2 2026, its #140 holding.
Advisory Resource Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
823 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.