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
2026 Q2	$5.7M	Buy	+7,633	New	+$5.53M	0.92%	28
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 $1.81T 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 Gravity Companies's SPY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 7,633 shares worth $5.7M. The stake represents 0.92% of the portfolio and ranks #28 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPY as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPY in Q4 2017 and has held it in 6 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Gravity Companies held 7,633 shares of State Street SPDR S&P 500 ETF Trust worth $5.7M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.92% of Financial Gravity Companies's portfolio in Q2 2026, its #28 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 6 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.