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

Birch 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 Q2	$718K	Sell	962 -119	-11%	-$86.3K	0.37%	53
2026 Q1	$703K	Buy	1,081 +4	+0.4%	+$2.72K	0.41%	54
2025 Q4	$734K	Buy	1,077 +122	+13%	+$82.5K	0.42%	50
2025 Q3	$636K	Buy	955 +2	+0.2%	+$1.28K	0.37%	53
2025 Q2	$589K	Buy	953 +341	+56%	+$195K	0.47%	50
2025 Q1	$342K	Buy	+612	New	+$360K	0.3%	75

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

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

Birch Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $86.3K and leaving 962 shares worth $718K. The position accounts for 0.37% of the portfolio, ranked #53.

Birch Financial Group first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $734K in Q4 2025. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Birch Financial Group held 962 shares of State Street SPDR S&P 500 ETF Trust worth $718K as of Q2 2026.
Birch Financial Group sold 119 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $86.3K.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Birch Financial Group's portfolio in Q2 2026, its #53 holding.
Birch Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
Birch Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $734K in Q4 2025.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.