AFG Fiduciary Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

AFG Fiduciary Services’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	$22.2M	Sell	29,741 -451,731	-94%	-$328M	17.24%	1
2026 Q1	$30.5M	Buy	481,472 +488	+0.1%	+$332K	17.8%	1
2025 Q4	$31.2M	Buy	480,984 +27,658	+6%	+$18.7M	18.52%	1
2025 Q3	$31.7M	Buy	453,326 +52,149	+13%	+$33.4M	18.24%	1
2025 Q2	$29.8M	Buy	401,177 +8,391	+2%	+$4.8M	19.07%	1
2025 Q1	$27.3M	Buy	392,786 +22,473	+6%	+$13.2M	19.95%	1
2024 Q4	$29.6M	Buy	370,313 +17,739	+5%	+$10.5M	20.87%	1
2024 Q3	$30.2M	Buy	352,574 +47,363	+16%	+$26.2M	20.33%	1
2024 Q2	$30.2M	Sell	305,211 -1,658	-0.5%	-$868K	21.06%	1
2024 Q1	$29.1M	Buy	306,869 +245,231	+398%	+$122M	21.56%	1
2023 Q4	$29.3M	Buy	61,638 +587	+1%	+$261K	23.78%	1
2023 Q3	$26.3M	Sell	61,051 -3,758	-6%	-$1.67M	23.36%	1
2023 Q2	$29.1M	Buy	64,809 +561	+0.9%	+$235K	21.93%	1
2023 Q1	$26.3M	Sell	64,248 -30	-0%	-$12K	24.29%	1
2022 Q4	$24.6M	Buy	64,278 +349	+0.5%	+$134K	23.13%	1
2022 Q3	$22.8M	Buy	63,929 +374	+0.6%	+$149K	21.51%	1
2022 Q2	$24M	Sell	63,555 -772	-1%	-$316K	20.83%	1
2022 Q1	$29.1M	Sell	64,327 -8,776	-12%	-$3.91M	20.43%	1
2021 Q4	$34.7M	Buy	+73,103	New	+$33.6M	24.39%	1

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

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

AFG Fiduciary Services's SPY Position: Q2 2026 in Review

AFG Fiduciary Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 94% in Q2 2026, selling an estimated $328M and leaving 29,741 shares worth $22.2M. The position accounts for 17.24% of the portfolio, ranked #1.

AFG Fiduciary Services first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $34.7M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

AFG Fiduciary Services held 29,741 shares of State Street SPDR S&P 500 ETF Trust worth $22.2M as of Q2 2026.
AFG Fiduciary Services sold 451,731 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $328M.
State Street SPDR S&P 500 ETF Trust made up 17.24% of AFG Fiduciary Services's portfolio in Q2 2026, its #1 holding.
AFG Fiduciary Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
AFG Fiduciary Services's State Street SPDR S&P 500 ETF Trust position peaked at $34.7M in Q4 2021.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.