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

Allworth Financial’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	199
2026 Q1	–	Hold	–	–	–	155
2025 Q4	–	Hold	–	–	–	134
2025 Q3	–	Hold	–	–	–	117
2025 Q2	–	Hold	–	–	–	231
2025 Q1	–	Hold	–	–	–	222
2024 Q4	–	Hold	–	–	–	256
2024 Q3	–	Hold	–	–	–	214

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

Allworth Financial's SPY Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q2 2026, selling an estimated $5.16M and leaving 183,628 shares worth $137M. The position accounts for 0.58% of the portfolio, ranked #25.

Allworth Financial first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $164M in Q1 2022. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Allworth Financial held 183,628 shares of State Street SPDR S&P 500 ETF Trust worth $137M as of Q2 2026.
Allworth Financial sold 7,119 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.16M.
State Street SPDR S&P 500 ETF Trust made up 0.58% of Allworth Financial's portfolio in Q2 2026, its #25 holding.
Allworth Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
Allworth Financial's State Street SPDR S&P 500 ETF Trust position peaked at $164M in Q1 2022.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.