Axos Invest’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
NMIFOAC
Axos Invest's SPY Position: Q2 2026 in Review
Axos Invest reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.3% in Q2 2026, selling an estimated $29K and leaving 390 shares worth $291K. The position accounts for 0.21% of the portfolio, ranked #20.
Axos Invest first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q2 2025. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Axos Invest held 390 shares of State Street SPDR S&P 500 ETF Trust worth $291K as of Q2 2026.
- Axos Invest sold 40 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $29K.
- State Street SPDR S&P 500 ETF Trust made up 0.21% of Axos Invest's portfolio in Q2 2026, its #20 holding.
- Axos Invest first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 8 quarters since.
- Axos Invest's State Street SPDR S&P 500 ETF Trust position peaked at $384K in Q2 2025.
- 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Axos Invest's 13F filing for Q2 2026, filed 7 Aug 2026.