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

Advisory Solutions 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 Q3	$23.2M	Sell	30,392 -980	-3%	-$744K	4.91%	1
2026 Q2	$23.4M	Buy	+31,372	New	+$22.7M	7.95%	1

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Advisory Solutions Group's SPY Position: Q3 2026 in Review

Advisory Solutions Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q3 2026, selling an estimated $744K and leaving 30,392 shares worth $23.2M. The position accounts for 4.91% of the portfolio, ranked #1.

Advisory Solutions Group first reported a position in SPY in Q2 2026 and has held it in 2 quarters since. The position peaked at $23.4M in Q2 2026. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Advisory Solutions Group held 30,392 shares of State Street SPDR S&P 500 ETF Trust worth $23.2M as of Q3 2026.
Advisory Solutions Group sold 980 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $744K.
State Street SPDR S&P 500 ETF Trust made up 4.91% of Advisory Solutions Group's portfolio in Q3 2026, its #1 holding.
Advisory Solutions Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's State Street SPDR S&P 500 ETF Trust position peaked at $23.4M in Q2 2026.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.