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

Fiduciary 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	$3.15M	Sell	4,218 -87	-2%	-$63.1K	0.36%	49
2026 Q1	$2.8M	Sell	4,305 -91	-2%	-$61.9K	0.37%	47
2025 Q4	$3M	Buy	4,396 +393	+10%	+$266K	0.42%	43
2025 Q3	$2.67M	Sell	4,003 -301	-7%	-$193K	0.42%	42
2025 Q2	$2.66M	Sell	4,304 -472	-10%	-$270K	0.48%	42
2025 Q1	$2.51M	Buy	4,776 +242	+5%	+$142K	0.55%	37
2024 Q4	$2.63M	Buy	4,534 +56	+1%	+$33K	0.57%	37
2024 Q3	$2.57M	Sell	4,478 -28	-0.6%	-$15.5K	0.59%	35
2024 Q2	$2.55M	Buy	+4,506	New	+$2.36M	0.61%	36

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Fiduciary Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $63.1K and leaving 4,218 shares worth $3.15M. The position accounts for 0.36% of the portfolio, ranked #49.

Fiduciary Financial Group first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 2,339 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fiduciary Financial Group held 4,218 shares of State Street SPDR S&P 500 ETF Trust worth $3.15M as of Q2 2026.
Fiduciary Financial Group sold 87 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $63.1K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Fiduciary Financial Group's portfolio in Q2 2026, its #49 holding.
Fiduciary Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
2,339 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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