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

Financial Advisors Network’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 Q1	$3.37M	Buy	5,175 +74	+1%	+$50.3K	0.46%	39
2025 Q4	$3.48M	Sell	5,101 -2	-0%	-$1.35K	0.48%	41
2025 Q3	$3.4M	Sell	5,103 -360	-7%	-$231K	0.48%	40
2025 Q2	$3.38M	Buy	5,463 +329	+6%	+$188K	0.51%	40
2025 Q1	$2.87M	Sell	5,134 -66	-1%	-$38.8K	0.48%	40
2024 Q4	$3.05M	Buy	+5,200	New	+$3.06M	0.51%	43
2023 Q4	$2.46M	Sell	5,176 -270	-5%	-$120K	0.5%	44
2023 Q3	$2.33M	Buy	+5,446	New	+$2.42M	0.52%	42
2022 Q4	$2.16M	Buy	5,636 +531	+10%	+$204K	0.57%	38
2022 Q3	$1.82M	Sell	5,105 -66	-1%	-$26.2K	0.54%	37
2022 Q2	$1.95M	Sell	5,171 -33	-0.6%	-$13.5K	0.55%	38
2022 Q1	$2.35M	Sell	5,204 -262	-5%	-$117K	0.58%	37
2021 Q4	$2.6M	Sell	5,466 -43	-0.8%	-$19.7K	0.58%	38
2021 Q3	$2.57M	Sell	5,509 -108	-2%	-$47.6K	0.59%	39
2021 Q2	$2.4M	Sell	5,617 -178	-3%	-$74.3K	0.71%	28
2021 Q1	$2.3M	Sell	5,795 -94	-2%	-$36.3K	0.74%	27
2020 Q4	$2.2M	Sell	5,889 -64	-1%	-$22.7K	0.76%	29
2020 Q3	$1.99M	Sell	5,953 -414	-7%	-$137K	0.78%	25
2020 Q2	$1.96M	Sell	6,367 -868	-12%	-$254K	0.8%	26
2020 Q1	$1.86M	Sell	7,235 -2,548	-26%	-$777K	0.89%	21
2019 Q4	$3.15M	Sell	9,783 -27	-0.3%	-$8.31K	1.44%	13
2019 Q3	$2.91M	Hold	9,810	–	–	1.49%	12
2019 Q2	$2.83M	Hold	9,810	–	–	1.52%	10
2019 Q1	$2.7M	Buy	9,810 +105	+1%	+$28.5K	1.56%	10
2018 Q4	$2.42M	Buy	+9,705	New	+$2.62M	1.51%	11
2017 Q1	–	Sell	-322	Closed	-$73.6K	–	400
2016 Q4	$73.6K	Buy	+322	New	+$70.3K	0.06%	110

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advisors Network's SPY Position: Q1 2026 in Review

Financial Advisors Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, buying an estimated $50.3K and bringing the position to 5,175 shares worth $3.37M. The position accounts for 0.46% of the portfolio, ranked #39.

Financial Advisors Network first reported a position in SPY in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.48M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Advisors Network held 5,175 shares of State Street SPDR S&P 500 ETF Trust worth $3.37M as of Q1 2026.
Financial Advisors Network bought 74 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $50.3K.
State Street SPDR S&P 500 ETF Trust made up 0.46% of Financial Advisors Network's portfolio in Q1 2026, its #39 holding.
Financial Advisors Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 26 quarters since.
Financial Advisors Network's State Street SPDR S&P 500 ETF Trust position peaked at $3.48M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.