SUCCESSION FINANCIAL, INC.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$2.14M	Buy	+133	New	+$96.4K	2.03%	8

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

SUCCESSION FINANCIAL, INC.'s SPY Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 1,022 shares worth $763K. The stake represents 0.73% of the portfolio and ranks #16 among its holdings.

3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 1,022 shares of State Street SPDR S&P 500 ETF Trust worth $763K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.73% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #16 holding.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.