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 Q3	$737K	Buy	966 +4	+0.4%	+$3.04K	0.34%	49
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Birch Financial Group's SPY Position: Q3 2026 in Review

Birch Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.42% in Q3 2026, buying an estimated $3.04K and bringing the position to 966 shares worth $737K. The position accounts for 0.34% of the portfolio, ranked #49.

Birch Financial Group first reported a position in SPY in Q1 2025 and has held it in 7 quarters since. 3,321 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Birch Financial Group held 966 shares of State Street SPDR S&P 500 ETF Trust worth $737K as of Q3 2026.
Birch Financial Group bought 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.04K.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Birch Financial Group's portfolio in Q3 2026, its #49 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 7 quarters since.
3,321 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.