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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$893K Buy
1,196
+1
+0.1% +$725 0.73% 27
2026
Q1
$777K Buy
1,195
+1
+0.1% +$680 0.7% 26
2025
Q4
$814K Buy
+1,194
New +$807K 0.81% 25

Other funds holding SPY

Benchmark Financial's SPY Position: Q2 2026 in Review

Benchmark Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.08% in Q2 2026, buying an estimated $725 and bringing the position to 1,196 shares worth $893K. The position accounts for 0.73% of the portfolio, ranked #27.

Benchmark Financial first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Benchmark Financial held 1,196 shares of State Street SPDR S&P 500 ETF Trust worth $893K as of Q2 2026.
  • Benchmark Financial bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.73% of Benchmark Financial's portfolio in Q2 2026, its #27 holding.
  • Benchmark Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.