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

Atomi Financial Group’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 Q1	–	Sell	-30,000	Closed	-$20.5M	–	1311
2025 Q4	$20.5M	Buy	+30,000	New	+$20.3M	0.6%	34
2025 Q3	–	Sell	-200	Closed	-$124K	–	1236
2025 Q2	$124K	Hold	200	–	–	﹤0.01%	1076
2025 Q1	$112K	Buy	+200	New	+$118K	0.01%	1010

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

Atomi Financial Group's SPY Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $400K and leaving 26,020 shares worth $19.4M. The position accounts for 0.51% of the portfolio, ranked #41.

Atomi Financial Group first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.5M in Q4 2024. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Atomi Financial Group held 26,020 shares of State Street SPDR S&P 500 ETF Trust worth $19.4M as of Q2 2026.
Atomi Financial Group sold 552 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $400K.
State Street SPDR S&P 500 ETF Trust made up 0.51% of Atomi Financial Group's portfolio in Q2 2026, its #41 holding.
Atomi Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $25.5M in Q4 2024.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.