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

Allegheny Financial 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	$7.04M	Buy	9,430 +51	+0.5%	+$37K	0.75%	25
2026 Q1	$6.1M	Buy	9,379 +1	+0%	+$680	0.82%	24
2025 Q4	$6.4M	Buy	9,378 +17	+0.2%	+$11.5K	0.95%	24
2025 Q3	$6.24M	Buy	9,361 +1,736	+23%	+$1.11M	1.17%	18
2025 Q2	$4.71M	Buy	7,625 +105	+1%	+$60K	1.05%	17
2025 Q1	$4.21M	Buy	7,520 +76	+1%	+$44.7K	1.08%	16
2024 Q4	$4.36M	Buy	7,444 +280	+4%	+$165K	1.12%	16
2024 Q3	$4.11M	Buy	7,164 +50	+0.7%	+$27.6K	1.01%	14
2024 Q2	$3.87M	Buy	7,114 +691	+11%	+$362K	1.11%	14
2024 Q1	$3.36M	Sell	6,423 -113	-2%	-$56.3K	1.04%	17
2023 Q4	$3.11M	Buy	6,536 +148	+2%	+$65.9K	1%	16
2023 Q3	$2.73M	Buy	6,388 +265	+4%	+$118K	1.02%	17
2023 Q2	$2.71M	Sell	6,123 -188	-3%	-$78.9K	1.28%	15
2023 Q1	$2.58M	Sell	6,311 -180	-3%	-$71.8K	1.04%	18
2022 Q4	$2.48M	Buy	6,491 +19	+0.3%	+$7.3K	1.04%	19
2022 Q3	$2.31M	Sell	6,472 -572	-8%	-$227K	1.09%	19
2022 Q2	$2.66M	Buy	7,044 +804	+13%	+$329K	1.24%	18
2022 Q1	$2.82M	Buy	6,240 +16	+0.3%	+$7.12K	1.19%	20
2021 Q4	$2.96M	Sell	6,224 -25	-0.4%	-$11.5K	1.18%	19
2021 Q3	$2.68M	Sell	6,249 -127	-2%	-$56K	1.23%	18
2021 Q2	$2.73M	Buy	+6,376	New	+$2.66M	1.24%	17
2021 Q1	–	Sell	-6,343	Closed	-$2.37M	–	123
2020 Q4	$2.37M	Buy	+6,343	New	+$2.25M	1.27%	16

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allegheny Financial Group's SPY Position: Q2 2026 in Review

Allegheny Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.54% in Q2 2026, buying an estimated $37K and bringing the position to 9,430 shares worth $7.04M. The position accounts for 0.75% of the portfolio, ranked #25.

Allegheny Financial Group first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Allegheny Financial Group held 9,430 shares of State Street SPDR S&P 500 ETF Trust worth $7.04M as of Q2 2026.
Allegheny Financial Group bought 51 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $37K.
State Street SPDR S&P 500 ETF Trust made up 0.75% of Allegheny Financial Group's portfolio in Q2 2026, its #25 holding.
Allegheny Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.