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

Bedel Financial Consulting’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	–	Sell	-1,400	Closed	-$910K	–	318
2026 Q1	$910K	Buy	+1,400	New	+$952K	0.1%	113
2021 Q3	–	Sell	-500	Closed	-$1K	–	1026
2021 Q2	$1K	Hold	500	–	–	﹤0.01%	944
2021 Q1	$5K	Buy	+500	New	+$193K	﹤0.01%	752
2020 Q1	–	Sell	-600	Closed	-$5K	–	904
2019 Q4	$5K	Buy	+600	New	+$185K	﹤0.01%	595

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bedel Financial Consulting's SPY Position: Q2 2026 in Review

Bedel Financial Consulting increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q2 2026, buying an estimated $313K and bringing the position to 19,763 shares worth $14.8M. The position accounts for 1.39% of the portfolio, ranked #10.

Bedel Financial Consulting first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 3,205 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bedel Financial Consulting held 19,763 shares of State Street SPDR S&P 500 ETF Trust worth $14.8M as of Q2 2026.
Bedel Financial Consulting bought 432 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $313K.
State Street SPDR S&P 500 ETF Trust made up 1.39% of Bedel Financial Consulting's portfolio in Q2 2026, its #10 holding.
Bedel Financial Consulting first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
3,205 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.