Empire Financial Management Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Empire Financial Management Company’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	$1.41M	Sell	1,889 -540	-22%	-$392K	0.56%	57
2026 Q1	$1.58M	Buy	2,429 +41	+2%	+$27.9K	0.36%	81
2025 Q4	$1.63M	Buy	2,388 +22	+0.9%	+$14.9K	0.35%	83
2025 Q3	$1.58M	Sell	2,366 -10	-0.4%	-$6.41K	0.36%	85
2025 Q2	$1.47M	Sell	2,376 -195	-8%	-$111K	0.42%	71
2025 Q1	$1.44M	Sell	2,571 -189	-7%	-$111K	0.44%	74
2024 Q4	$1.62M	Sell	2,760 -150	-5%	-$88.4K	0.5%	66
2024 Q3	$1.67M	Buy	2,910 +5	+0.2%	+$2.77K	0.51%	62
2024 Q2	$1.58M	Sell	2,905 -97	-3%	-$50.8K	0.52%	63
2024 Q1	$1.57M	Buy	3,002 +916	+44%	+$456K	0.52%	63
2023 Q4	$992K	Hold	2,086	–	–	0.39%	70
2023 Q3	$892K	Sell	2,086 -65	-3%	-$28.9K	0.39%	74
2023 Q2	$954K	Hold	2,151	–	–	0.38%	73
2023 Q1	$881K	Buy	+2,151	New	+$858K	0.36%	78

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

Empire Financial Management Company's SPY Position: Q2 2026 in Review

Empire Financial Management Company reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q2 2026, selling an estimated $392K and leaving 1,889 shares worth $1.41M. The position accounts for 0.56% of the portfolio, ranked #57.

Empire Financial Management Company first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2024. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Empire Financial Management Company held 1,889 shares of State Street SPDR S&P 500 ETF Trust worth $1.41M as of Q2 2026.
Empire Financial Management Company sold 540 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $392K.
State Street SPDR S&P 500 ETF Trust made up 0.56% of Empire Financial Management Company's portfolio in Q2 2026, its #57 holding.
Empire Financial Management Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 14 quarters since.
Empire Financial Management Company's State Street SPDR S&P 500 ETF Trust position peaked at $1.67M in Q3 2024.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.