Asset Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Asset Advisory Group's SPY Position: Q2 2026 in Review
Asset Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.25% in Q2 2026, selling an estimated $17.4K and leaving 9,740 shares worth $7.27M. The position accounts for 3.18% of the portfolio, ranked #9.
Asset Advisory Group first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Asset Advisory Group held 9,740 shares of State Street SPDR S&P 500 ETF Trust worth $7.27M as of Q2 2026.
- Asset Advisory Group sold 24 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $17.4K.
- State Street SPDR S&P 500 ETF Trust made up 3.18% of Asset Advisory Group's portfolio in Q2 2026, its #9 holding.
- Asset Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.