Delta Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Delta Financial Advisors's SPY Position: Q2 2026 in Review
Delta Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, selling an estimated $515K and leaving 30,116 shares worth $22.5M. The position accounts for 5.34% of the portfolio, ranked #2.
Delta Financial Advisors first reported a position in SPY in Q2 2019 and has held it in 29 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Delta Financial Advisors held 30,116 shares of State Street SPDR S&P 500 ETF Trust worth $22.5M as of Q2 2026.
- Delta Financial Advisors sold 711 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $515K.
- State Street SPDR S&P 500 ETF Trust made up 5.34% of Delta Financial Advisors's portfolio in Q2 2026, its #2 holding.
- Delta Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 29 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.