Empower Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Empower Advisory Group’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	$13.1M	Sell	17,496 -4,079	-19%	-$2.96M	0.03%	161
2026 Q1	$14M	Sell	21,575 -2,468	-10%	-$1.68M	0.04%	146
2025 Q4	$16.4M	Buy	24,043 +1,944	+9%	+$1.31M	0.04%	147
2025 Q3	$14.7M	Buy	22,099 +22	+0.1%	+$14.1K	0.04%	147
2025 Q2	$13.6M	Sell	22,077 -864	-4%	-$494K	0.04%	150
2025 Q1	$12.8M	Sell	22,941 -1,676	-7%	-$985K	0.04%	152
2024 Q4	$14.4M	Buy	24,617 +299	+1%	+$176K	0.05%	146
2024 Q3	$14M	Sell	24,318 -5,706	-19%	-$3.16M	0.05%	147
2024 Q2	$16.3M	Sell	30,024 -681	-2%	-$356K	0.06%	134
2024 Q1	$16.1M	Sell	30,705 -11,123	-27%	-$5.54M	0.06%	136
2023 Q4	$19.9M	Buy	41,828 +11,526	+38%	+$5.13M	0.08%	128
2023 Q3	$13M	Buy	30,302 +421	+1%	+$187K	0.06%	141
2023 Q2	$13.2M	Sell	29,881 -8,598	-22%	-$3.61M	0.06%	148
2023 Q1	$15.8M	Buy	+38,479	New	+$15.4M	0.07%	133

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

Empower Advisory Group's SPY Position: Q2 2026 in Review

Empower Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, selling an estimated $2.96M and leaving 17,496 shares worth $13.1M. The position accounts for 0.03% of the portfolio, ranked #161.

Empower Advisory Group first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.9M in Q4 2023. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Empower Advisory Group held 17,496 shares of State Street SPDR S&P 500 ETF Trust worth $13.1M as of Q2 2026.
Empower Advisory Group sold 4,079 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.96M.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Empower Advisory Group's portfolio in Q2 2026, its #161 holding.
Empower Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $19.9M in Q4 2023.
4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.