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Burney Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Burney Company’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
2020
Q3 		– Sell
-7,700
Closed -$308K – 519
2020
Q2 		$308K Hold
7,700
– – 0.02% 402
2020
Q1 		$120K Buy
+7,700
New +$2.35M 0.01% 415

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Burney Company's SPY Position: Q2 2026 in Review

Burney Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q2 2026, buying an estimated $123K and bringing the position to 3,770 shares worth $2.82M. The position accounts for 0.08% of the portfolio, ranked #197.

Burney Company first reported a position in SPY in Q4 2013 and has held it in 46 quarters since. The position peaked at $5.83M in Q4 2024. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Burney Company held 3,770 shares of State Street SPDR S&P 500 ETF Trust worth $2.82M as of Q2 2026.
  • Burney Company bought 170 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $123K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Burney Company's portfolio in Q2 2026, its #197 holding.
  • Burney Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 46 quarters since.
  • Burney Company's State Street SPDR S&P 500 ETF Trust position peaked at $5.83M in Q4 2024.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.