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

Equita Financial Network’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	$3.67M	Buy	4,909 +363	+8%	+$263K	1.02%	20
2026 Q1	$2.96M	Sell	4,546 -3	-0.1%	-$2.04K	0.93%	21
2025 Q4	$3.1M	Sell	4,549 -45	-1%	-$30.4K	0.93%	21
2025 Q3	$3.06M	Sell	4,594 -8	-0.2%	-$5.13K	1.03%	21
2025 Q2	$2.84M	Buy	4,602 +304	+7%	+$174K	1.13%	19
2025 Q1	$2.4M	Buy	4,298 +35	+0.8%	+$20.6K	0.84%	27
2024 Q4	$2.5M	Buy	4,263 +12	+0.3%	+$7.07K	0.9%	25
2024 Q3	$2.44M	Buy	4,251 +1,115	+36%	+$617K	0.89%	28
2024 Q2	$1.71M	Hold	3,136	–	–	0.71%	31
2024 Q1	$1.64M	Hold	3,136	–	–	0.74%	28
2023 Q4	$1.49M	Hold	3,136	–	–	0.79%	29
2023 Q3	$1.34M	Buy	+3,136	New	+$1.39M	0.83%	27

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

Equita Financial Network's SPY Position: Q2 2026 in Review

Equita Financial Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q2 2026, buying an estimated $263K and bringing the position to 4,909 shares worth $3.67M. The position accounts for 1.02% of the portfolio, ranked #20.

Equita Financial Network first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Equita Financial Network held 4,909 shares of State Street SPDR S&P 500 ETF Trust worth $3.67M as of Q2 2026.
Equita Financial Network bought 363 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $263K.
State Street SPDR S&P 500 ETF Trust made up 1.02% of Equita Financial Network's portfolio in Q2 2026, its #20 holding.
Equita Financial Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 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 Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.