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

Everest Financial 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	$693K	Sell	928 -11	-1%	-$7.97K	0.09%	120
2026 Q1	$611K	Buy	939 +435	+86%	+$296K	0.1%	117
2025 Q4	$344K	Buy	+504	New	+$341K	0.08%	71

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

Everest Financial Group's SPY Position: Q2 2026 in Review

Everest Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, selling an estimated $7.97K and leaving 928 shares worth $693K. The position accounts for 0.09% of the portfolio, ranked #120.

Everest Financial Group first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,609 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Everest Financial Group held 928 shares of State Street SPDR S&P 500 ETF Trust worth $693K as of Q2 2026.
Everest Financial Group sold 11 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.97K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Everest Financial Group's portfolio in Q2 2026, its #120 holding.
Everest Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
4,609 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.