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

Edge Financial Advisors’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
2025 Q4	$11.7M	Sell	17,118 -532	-3%	-$360K	4.91%	3
2025 Q3	$11.8M	Sell	17,650 -1,606	-8%	-$1.03M	5.27%	2
2025 Q2	$11.9M	Buy	19,256 +19	+0.1%	+$10.9K	6.27%	2
2025 Q1	$10.8M	Sell	19,237 -229	-1%	-$135K	6.79%	3
2024 Q4	$11.4M	Sell	19,466 -2,741	-12%	-$1.61M	10.19%	1
2024 Q3	$12.7M	Buy	22,207 +389	+2%	+$215K	11.3%	1
2024 Q2	$11.8M	Sell	21,818 -4,407	-17%	-$2.31M	12.18%	1
2024 Q1	$13.7M	Buy	+26,225	New	+$13.1M	12.08%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Edge Financial Advisors's SPY Position: Q4 2025 in Review

Edge Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q4 2025, selling an estimated $360K and leaving 17,118 shares worth $11.7M. The position accounts for 4.91% of the portfolio, ranked #3.

Edge Financial Advisors first reported a position in SPY in Q1 2024 and has held it in 8 quarters since. The position peaked at $13.7M in Q1 2024. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Edge Financial Advisors held 17,118 shares of State Street SPDR S&P 500 ETF Trust worth $11.7M as of Q4 2025.
Edge Financial Advisors sold 532 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $360K.
State Street SPDR S&P 500 ETF Trust made up 4.91% of Edge Financial Advisors's portfolio in Q4 2025, its #3 holding.
Edge Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $13.7M in Q1 2024.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.