Farther Finance Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Farther Finance Advisors’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	$101M	Buy	135,693 +29,385	+28%	+$21.3M	0.79%	20
2026 Q1	$69.7M	Buy	106,308 +7,800	+8%	+$5.3M	0.66%	23
2025 Q4	$67.2M	Buy	98,508 +16,087	+20%	+$10.9M	0.72%	21
2025 Q3	$54.9M	Buy	82,421 +2,270	+3%	+$1.46M	0.83%	19
2025 Q2	$49.5M	Sell	80,151 -4,518	-5%	-$2.58M	0.99%	14
2025 Q1	$47.5M	Buy	84,669 +29,775	+54%	+$17.5M	1.21%	11
2024 Q4	$32.2M	Buy	54,894 +3,650	+7%	+$2.15M	1.16%	10
2024 Q3	$29.4M	Buy	51,244 +18,581	+57%	+$10.3M	1.1%	11
2024 Q2	$17.8M	Buy	32,663 +18,179	+126%	+$9.51M	0.86%	17
2024 Q1	$7.56M	Buy	14,484 +11,069	+324%	+$5.51M	0.46%	39
2023 Q4	$1.62M	Buy	3,415 +913	+36%	+$407K	0.12%	162
2023 Q3	$1.07M	Buy	2,502 +9	+0.4%	+$4K	0.17%	114
2023 Q2	$1.11M	Buy	2,493 +768	+45%	+$322K	0.24%	80
2023 Q1	$706K	Buy	1,725 +569	+49%	+$227K	0.21%	93
2022 Q4	$442K	Buy	+1,156	New	+$444K	0.17%	119

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Farther Finance Advisors's SPY Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 28% in Q2 2026, buying an estimated $21.3M and bringing the position to 135,693 shares worth $101M. The position accounts for 0.79% of the portfolio, ranked #20.

Farther Finance Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Farther Finance Advisors held 135,693 shares of State Street SPDR S&P 500 ETF Trust worth $101M as of Q2 2026.
Farther Finance Advisors bought 29,385 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21.3M.
State Street SPDR S&P 500 ETF Trust made up 0.79% of Farther Finance Advisors's portfolio in Q2 2026, its #20 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.