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

Benchmark Financial Wealth Advisors’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	$27.3M	Sell	36,538 -3,767	-9%	-$2.73M	6.73%	3
2026 Q1	$26.2M	Sell	40,305 -6,093	-13%	-$4.14M	7.26%	2
2025 Q4	$31.6M	Sell	46,398 -2,132	-4%	-$1.44M	9.08%	1
2025 Q3	$32.3M	Sell	48,530 -4,698	-9%	-$3.01M	9.73%	1
2025 Q2	$32.9M	Sell	53,228 -5,335	-9%	-$3.05M	10.87%	1
2025 Q1	$32.8M	Sell	58,563 -19,180	-25%	-$11.3M	12.37%	1
2024 Q4	$45.6M	Buy	77,743 +6,655	+9%	+$3.92M	14.6%	1
2024 Q3	$40.8M	Buy	71,088 +7,057	+11%	+$3.9M	13.6%	1
2024 Q2	$34.8M	Buy	64,031 +3,680	+6%	+$1.93M	12.91%	1
2024 Q1	$31.6M	Buy	60,351 +2,503	+4%	+$1.25M	12.06%	2
2023 Q4	$27.5M	Buy	57,848 +5,132	+10%	+$2.29M	11.85%	2
2023 Q3	$22.5M	Buy	52,716 +3,676	+7%	+$1.63M	10.59%	3
2023 Q2	$21.7M	Buy	49,040 +13,147	+37%	+$5.52M	10.08%	4
2023 Q1	$14.7M	Buy	35,893 +8,576	+31%	+$3.42M	7.55%	5
2022 Q4	$10.4M	Buy	27,317 +8,718	+47%	+$3.35M	5.68%	7
2022 Q3	$6.64M	Buy	18,599 +7,848	+73%	+$3.12M	3.91%	8
2022 Q2	$4.06M	Sell	10,751 -1,917	-15%	-$785K	2.08%	16
2022 Q1	$5.72M	Buy	12,668 +5,848	+86%	+$2.6M	2.43%	15
2021 Q4	$3.24M	Buy	6,820 +1,273	+23%	+$584K	1.35%	21
2021 Q3	$2.38M	Buy	5,547 +1,421	+34%	+$627K	1.13%	20
2021 Q2	$1.77M	Buy	4,126 +1,590	+63%	+$664K	0.84%	21
2021 Q1	$1M	Sell	2,536 -455	-15%	-$175K	0.55%	24
2020 Q4	$1.12M	Buy	2,991 +420	+16%	+$149K	0.62%	27
2020 Q3	$861K	Buy	2,571 +159	+7%	+$52.7K	0.55%	27
2020 Q2	$744K	Buy	2,412 +209	+9%	+$61.2K	0.55%	28
2020 Q1	$568K	Buy	2,203 +9	+0.4%	+$2.75K	0.57%	20
2019 Q4	$706K	Buy	2,194 +7	+0.3%	+$2.15K	0.58%	19
2019 Q3	$649K	Buy	2,187 +106	+5%	+$31.3K	0.64%	17
2019 Q2	$610K	Buy	2,081 +6	+0.3%	+$1.73K	0.6%	18
2019 Q1	$586K	Buy	2,075 +8	+0.4%	+$2.17K	0.61%	18
2018 Q4	$517K	Buy	+2,067	New	+$557K	0.64%	17

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Benchmark Financial Wealth Advisors's SPY Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.3% in Q2 2026, selling an estimated $2.73M and leaving 36,538 shares worth $27.3M. The position accounts for 6.73% of the portfolio, ranked #3.

Benchmark Financial Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $45.6M in Q4 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Benchmark Financial Wealth Advisors held 36,538 shares of State Street SPDR S&P 500 ETF Trust worth $27.3M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 3,767 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.73M.
State Street SPDR S&P 500 ETF Trust made up 6.73% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Benchmark Financial Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Benchmark Financial Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $45.6M in Q4 2024.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.