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

Financial Guidance 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 		$14.9M Sell
19,941
-69
-0.3% -$50K 5.57% 3
2026
Q1 		$13M Buy
20,010
+170
+0.9% +$116K 5.23% 4
2025
Q4 		$13.5M Sell
19,840
-252
-1% -$170K 5.53% 3
2025
Q3 		$13.4M Buy
20,092
+62
+0.3% +$39.7K 6% 3
2025
Q2 		$12.4M Buy
20,030
+61
+0.3% +$34.9K 6.01% 3
2025
Q1 		$11.2M Buy
19,969
+150
+0.8% +$88.2K 6.03% 4
2024
Q4 		$11.6M Buy
19,819
+536
+3% +$316K 6.36% 3
2024
Q3 		$11.1M Sell
19,283
-100
-0.5% -$55.3K 6.46% 4
2024
Q2 		$10.5M Buy
19,383
+1,816
+10% +$950K 6.48% 4
2024
Q1 		$9.19M Buy
17,567
+662
+4% +$330K 5.97% 4
2023
Q4 		$8.04M Sell
16,905
-389
-2% -$173K 5.58% 6
2023
Q3 		$7.39M Buy
17,294
+199
+1% +$88.5K 5.56% 6
2023
Q2 		$7.58M Buy
17,095
+367
+2% +$154K 5.57% 6
2023
Q1 		$6.85M Buy
16,728
+743
+5% +$296K 5.21% 6
2022
Q4 		$6.11M Buy
15,985
+190
+1% +$73K 4.98% 6
2022
Q3 		$5.64M Buy
15,795
+866
+6% +$344K 4.52% 7
2022
Q2 		$5.63M Sell
14,929
-12,078
-45% -$4.95M 4.43% 7
2022
Q1 		$12.2M Buy
+27,007
New +$12M 8.39% 4

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Financial Guidance Group's SPY Position: Q2 2026 in Review

Financial Guidance Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.34% in Q2 2026, selling an estimated $50K and leaving 19,941 shares worth $14.9M. The position accounts for 5.57% of the portfolio, ranked #3.

Financial Guidance Group first reported a position in SPY in Q1 2022 and has held it in 18 quarters since. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Financial Guidance Group held 19,941 shares of State Street SPDR S&P 500 ETF Trust worth $14.9M as of Q2 2026.
  • Financial Guidance Group sold 69 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $50K.
  • State Street SPDR S&P 500 ETF Trust made up 5.57% of Financial Guidance Group's portfolio in Q2 2026, its #3 holding.
  • Financial Guidance Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 18 quarters since.
  • 2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.