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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
2025
Q1 		– Sell
-1,000
Closed -$580K – 318
2024
Q4 		$580K Buy
+1,000
New +$589K 0.13% 107

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 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. 2,372 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.
  • 2,372 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.