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

Fiduciary 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	$1.33M	Sell	1,781 -21	-1%	-$15.2K	0.1%	144
2026 Q1	$1.17M	Sell	1,802 -4	-0.2%	-$2.72K	0.1%	151
2025 Q4	$1.23M	Sell	1,806 -36	-2%	-$24.3K	0.1%	143
2025 Q3	$1.23M	Buy	1,842 +207	+13%	+$133K	0.11%	142
2025 Q2	$1.01M	Sell	1,635 -100	-6%	-$57.2K	0.1%	157
2025 Q1	$970K	Sell	1,735 -473	-21%	-$278K	0.1%	157
2024 Q4	$1.29M	Buy	2,208 +1	+0%	+$589	0.13%	130
2024 Q3	$1.27M	Buy	2,207 +3	+0.1%	+$1.66K	0.13%	129
2024 Q2	$1.2M	Sell	2,204 -17	-0.8%	-$8.9K	0.13%	125
2024 Q1	$1.16M	Sell	2,221 -54	-2%	-$26.9K	0.13%	124
2023 Q4	$1.08M	Buy	2,275 +836	+58%	+$372K	0.13%	122
2023 Q3	$615K	Buy	1,439 +108	+8%	+$48K	0.08%	146
2023 Q2	$590K	Sell	1,331 -7	-0.5%	-$2.94K	0.07%	145
2023 Q1	$548K	Sell	1,338 -52	-4%	-$20.7K	0.07%	151
2022 Q4	$532K	Sell	1,390 -3,714	-73%	-$1.43M	0.07%	152
2022 Q3	$2.02M	Buy	5,104 +137	+3%	+$54.4K	0.26%	82
2022 Q2	$2.09M	Sell	4,967 -18	-0.4%	-$7.37K	0.26%	81
2022 Q1	$1.96M	Sell	4,985 -9	-0.2%	-$4.01K	0.26%	81
2021 Q4	$2.37M	Buy	4,994 +340	+7%	+$156K	0.26%	76
2021 Q3	$2.12M	Buy	4,654 +62	+1%	+$27.3K	0.24%	77
2021 Q2	$2.02M	Buy	4,592 +449	+11%	+$187K	0.23%	77
2021 Q1	$1.73M	Sell	4,143 -2,525	-38%	-$974K	0.21%	83
2020 Q4	$2.6M	Buy	6,668 +240	+4%	+$85.1K	0.34%	62
2020 Q3	$2.15M	Buy	6,428 +336	+6%	+$111K	0.33%	68
2020 Q2	$1.88M	Buy	+6,092	New	+$1.78M	0.31%	66

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

Fiduciary Group's SPY Position: Q2 2026 in Review

Fiduciary Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, selling an estimated $15.2K and leaving 1,781 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #144.

Fiduciary Group first reported a position in SPY in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.6M in Q4 2020. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fiduciary Group held 1,781 shares of State Street SPDR S&P 500 ETF Trust worth $1.33M as of Q2 2026.
Fiduciary Group sold 21 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Fiduciary Group's portfolio in Q2 2026, its #144 holding.
Fiduciary Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 25 quarters since.
Fiduciary Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.6M in Q4 2020.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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