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

Financial Council’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	$2.68M	Buy	3,592 +356	+11%	+$258K	0.87%	20
2026 Q1	$2.1M	Buy	3,236 +591	+22%	+$402K	0.81%	22
2025 Q4	$1.8M	Hold	2,645	–	–	0.72%	26
2025 Q3	$1.76M	Sell	2,645 -39	-1%	-$25K	0.78%	22
2025 Q2	$1.66M	Buy	2,684 +2	+0.1%	+$1.14K	0.8%	23
2025 Q1	$1.5M	Hold	2,682	–	–	0.81%	24
2024 Q4	$1.57M	Buy	2,682 +10	+0.4%	+$5.89K	0.81%	22
2024 Q3	$1.53M	Hold	2,672	–	–	0.8%	23
2024 Q2	$1.45M	Buy	2,672 +2	+0.1%	+$1.05K	0.81%	23
2024 Q1	$1.4M	Buy	2,670 +40	+2%	+$19.9K	0.83%	23
2023 Q4	$1.25M	Hold	2,630	–	–	0.84%	21
2023 Q3	$1.12M	Sell	2,630 -134	-5%	-$59.6K	0.89%	21
2023 Q2	$1.23M	Buy	2,764 +406	+17%	+$170K	0.94%	21
2023 Q1	$965K	Buy	2,358 +3	+0.1%	+$1.2K	0.79%	21
2022 Q4	$901K	Buy	2,355 +116	+5%	+$44.6K	0.56%	26
2022 Q3	$800K	Buy	2,239 +31	+1%	+$12.3K	0.92%	22
2022 Q2	$833K	Hold	2,208	–	–	1.04%	21
2022 Q1	$997K	Buy	2,208 +29	+1%	+$12.9K	1.21%	20
2021 Q4	$1.03M	Buy	2,179 +173	+9%	+$79.4K	1.24%	19
2021 Q3	$861K	Buy	+2,006	New	+$885K	1.22%	20

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

Financial Council's SPY Position: Q2 2026 in Review

Financial Council increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, buying an estimated $258K and bringing the position to 3,592 shares worth $2.68M. The position accounts for 0.87% of the portfolio, ranked #20.

Financial Council first reported a position in SPY in Q3 2021 and has held it in 20 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Council held 3,592 shares of State Street SPDR S&P 500 ETF Trust worth $2.68M as of Q2 2026.
Financial Council bought 356 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $258K.
State Street SPDR S&P 500 ETF Trust made up 0.87% of Financial Council's portfolio in Q2 2026, its #20 holding.
Financial Council first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 20 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.