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

Atala Financial’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
2025 Q2	–	Sell	-238	Closed	-$133K	–	400
2025 Q1	$133K	Hold	238	–	–	0.1%	132
2024 Q4	$139K	Buy	+238	New	+$140K	0.1%	136

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atala Financial's SPY Position: Q2 2025 in Review

Atala Financial sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 238 shares — an estimated $133K sold.

Atala Financial first reported a position in SPY in Q4 2024 and held it in 2 quarters. The position peaked at $139K in Q4 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Atala Financial reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 238 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $133K.
Atala Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 2 quarters.
Atala Financial's State Street SPDR S&P 500 ETF Trust position peaked at $139K in Q4 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.