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

Financial Gravity Companies’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 Q2	$1.17M	Buy	+1,894	New	+$1.08M	0.23%	73
2024 Q4	$117K	Buy	199 +20	+11%	+$11.8K	0.03%	186
2024 Q3	$103K	Buy	+179	New	+$99K	0.03%	132
2018 Q4	$15K	Buy	+57	New	+$15.4K	0.01%	519
2018 Q1	–	Sell	-7,787	Closed	-$2.19M	–	1625
2017 Q4	$2.19M	Buy	+7,787	New	+$2.03M	2.52%	3

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Gravity Companies's SPY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025: 1,894 shares worth $1.17M. The stake represents 0.23% of the portfolio and ranks #73 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPY as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPY in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2017. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Financial Gravity Companies held 1,894 shares of State Street SPDR S&P 500 ETF Trust worth $1.17M as of Q2 2025.
State Street SPDR S&P 500 ETF Trust was a new Financial Gravity Companies position in Q2 2025.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Financial Gravity Companies's portfolio in Q2 2025, its #73 holding.
Financial Gravity Companies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's State Street SPDR S&P 500 ETF Trust position peaked at $2.19M in Q4 2017.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.