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

Advocate 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	$661K	Sell	885 -39	-4%	-$28.3K	0.1%	91
2026 Q1	$601K	Buy	924 +45	+5%	+$30.6K	0.09%	92
2025 Q4	$599K	Hold	879	–	–	0.1%	90
2025 Q3	$586K	Hold	879	–	–	0.1%	89
2025 Q2	$543K	Hold	879	–	–	0.1%	90
2025 Q1	$492K	Hold	879	–	–	0.09%	91
2024 Q4	$515K	Hold	879	–	–	0.1%	92
2024 Q3	$504K	Hold	879	–	–	0.09%	92
2024 Q2	$478K	Hold	879	–	–	0.1%	95
2024 Q1	$460K	Hold	879	–	–	0.09%	97
2023 Q4	$418K	Hold	879	–	–	0.09%	97
2023 Q3	$376K	Hold	879	–	–	0.09%	96
2023 Q2	$390K	Hold	879	–	–	0.09%	100
2023 Q1	$360K	Sell	879 -23	-3%	-$9.18K	0.08%	101
2022 Q4	$345K	Hold	902	–	–	0.07%	102
2022 Q3	$322K	Hold	902	–	–	0.08%	94
2022 Q2	$340K	Buy	+902	New	+$370K	0.08%	99

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Advocate Group's SPY Position: Q2 2026 in Review

Advocate Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q2 2026, selling an estimated $28.3K and leaving 885 shares worth $661K. The position accounts for 0.1% of the portfolio, ranked #91.

Advocate Group first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Advocate Group held 885 shares of State Street SPDR S&P 500 ETF Trust worth $661K as of Q2 2026.
Advocate Group sold 39 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $28.3K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Advocate Group's portfolio in Q2 2026, its #91 holding.
Advocate Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.