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

Anderson Financial Strategies’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	$498K	Buy	+648	New	+$470K	0.26%	33

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

Anderson Financial Strategies's SPY Position: Q2 2026 in Review

Anderson Financial Strategies opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 648 shares worth $498K. The stake represents 0.26% of the portfolio and ranks #33 among its holdings.

4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Anderson Financial Strategies held 648 shares of State Street SPDR S&P 500 ETF Trust worth $498K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Anderson Financial Strategies position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Anderson Financial Strategies's portfolio in Q2 2026, its #33 holding.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.