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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$799K Buy
1,069
+13
+1% +$9.43K 0.2% 47
2026
Q1
$687K Buy
1,056
+79
+8% +$53.7K 0.19% 49
2025
Q4
$666K Buy
+977
New +$660K 0.19% 52

Other funds holding SPY

Amicus Financial Advisors's SPY Position: Q2 2026 in Review

Amicus Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $9.43K and bringing the position to 1,069 shares worth $799K. The position accounts for 0.2% of the portfolio, ranked #47.

Amicus Financial Advisors first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Amicus Financial Advisors held 1,069 shares of State Street SPDR S&P 500 ETF Trust worth $799K as of Q2 2026.
  • Amicus Financial Advisors bought 13 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.43K.
  • State Street SPDR S&P 500 ETF Trust made up 0.2% of Amicus Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Amicus Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Amicus Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.