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

Clark Financial Services 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 		$21.9M Sell
29,280
-467
-2% -$339K 10.32% 2
2026
Q1 		$19.3M Sell
29,747
-211
-0.7% -$143K 10.48% 2
2025
Q4 		$20.6M Sell
29,958
-1,522
-5% -$1.03M 10.96% 2
2025
Q3 		$21M Sell
31,480
-10
-0% -$6.41K 11.14% 2
2025
Q2 		$19.5M Buy
31,490
+514
+2% +$294K 11.96% 2
2025
Q1 		$17.3M Buy
30,976
+11,351
+58% +$6.67M 12% 2
2024
Q4 		$11.5M Sell
19,625
-112
-0.6% -$66K 8.8% 3
2024
Q3 		$11.3M Buy
19,737
+141
+0.7% +$78K 10.3% 3
2024
Q2 		$10.7M Buy
19,596
+19,190
+4,727% +$10M 11.25% 3
2024
Q1 		$212K Sell
406
-193
-32% -$96.1K 0.26% 58
2023
Q4 		$285K Sell
599
-18
-3% -$8.02K 0.37% 42
2023
Q3 		$264K Sell
617
-7
-1% -$3.11K 0.36% 42
2023
Q2 		$277K Sell
624
-178
-22% -$74.7K 0.37% 44
2023
Q1 		$328K Sell
802
-49,225
-98% -$19.6M 0.48% 37
2022
Q4 		$19.1M Sell
50,027
-21,248
-30% -$8.17M 21.98% 1
2022
Q3 		$25.5M Buy
+71,275
New +$28.3M 26.78% 1
2022
Q1 		$20.6M Buy
45,651
+440
+1% +$196K 15.12% 1
2021
Q4 		$21.5M Buy
45,211
+516
+1% +$237K 14.44% 1
2021
Q3 		$19.2M Buy
44,695
+767
+2% +$338K 14.77% 2
2021
Q2 		$18.8M Buy
43,928
+540
+1% +$225K 14.75% 1
2021
Q1 		$17.2M Buy
+43,388
New +$16.7M 14.56% 2
2020
Q2 		$307K Buy
+814
New +$238K 0.48% 45

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clark Financial Services Group's SPY Position: Q2 2026 in Review

Clark Financial Services Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, selling an estimated $339K and leaving 29,280 shares worth $21.9M. The position accounts for 10.32% of the portfolio, ranked #2.

Clark Financial Services Group first reported a position in SPY in Q2 2020 and has held it in 22 quarters since. The position peaked at $25.5M in Q3 2022. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Clark Financial Services Group held 29,280 shares of State Street SPDR S&P 500 ETF Trust worth $21.9M as of Q2 2026.
  • Clark Financial Services Group sold 467 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $339K.
  • State Street SPDR S&P 500 ETF Trust made up 10.32% of Clark Financial Services Group's portfolio in Q2 2026, its #2 holding.
  • Clark Financial Services Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 22 quarters since.
  • Clark Financial Services Group's State Street SPDR S&P 500 ETF Trust position peaked at $25.5M in Q3 2022.
  • 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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