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

Constant Guidance Financial’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	$28.7M	Sell	38,397 -6,054	-14%	-$4.39M	18.01%	1
2026 Q1	$28.9M	Sell	44,451 -7,952	-15%	-$5.41M	19.99%	2
2025 Q4	$35.7M	Buy	52,403 +5,564	+12%	+$3.76M	25.14%	2
2025 Q3	$31.2M	Buy	46,839 +28,430	+154%	+$18.2M	24.91%	1
2025 Q2	$11.4M	Sell	18,409 -1,368	-7%	-$782K	11.44%	2
2025 Q1	$11.1M	Buy	19,777 +1,769	+10%	+$1.04M	13.92%	2
2024 Q4	$10.6M	Sell	18,008 -12,732	-41%	-$7.5M	9.09%	3
2024 Q3	$17.6M	Buy	30,740 +3,475	+13%	+$1.92M	14.43%	2
2024 Q2	$14.8M	Buy	27,265 +7,800	+40%	+$4.08M	15.38%	3
2024 Q1	$10M	Buy	19,465 +1,896	+11%	+$944K	9.24%	2
2023 Q4	$8.35M	Sell	17,569 -891	-5%	-$397K	8.51%	3
2023 Q3	$7.87M	Buy	+18,460	New	+$8.21M	10.39%	3

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Constant Guidance Financial's SPY Position: Q2 2026 in Review

Constant Guidance Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, selling an estimated $4.39M and leaving 38,397 shares worth $28.7M. The position accounts for 18.01% of the portfolio, ranked #1.

Constant Guidance Financial first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. The position peaked at $35.7M in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Constant Guidance Financial held 38,397 shares of State Street SPDR S&P 500 ETF Trust worth $28.7M as of Q2 2026.
Constant Guidance Financial sold 6,054 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.39M.
State Street SPDR S&P 500 ETF Trust made up 18.01% of Constant Guidance Financial's portfolio in Q2 2026, its #1 holding.
Constant Guidance Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
Constant Guidance Financial's State Street SPDR S&P 500 ETF Trust position peaked at $35.7M in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.