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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Empire Financial Management Company's SPY Position: Q1 2026 in Review

Empire Financial Management Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q1 2026, buying an estimated $27.9K and bringing the position to 2,429 shares worth $1.58M. The position accounts for 0.36% of the portfolio, ranked #81.

Empire Financial Management Company first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.67M in Q3 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Empire Financial Management Company held 2,429 shares of State Street SPDR S&P 500 ETF Trust worth $1.58M as of Q1 2026.
Empire Financial Management Company bought 41 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.9K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Empire Financial Management Company's portfolio in Q1 2026, its #81 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 13 quarters since.
Empire Financial Management Company's State Street SPDR S&P 500 ETF Trust position peaked at $1.67M in Q3 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.