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

Financial Management Professionals’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	$21.1M	Buy	28,168 +23,140	+460%	+$16.8M	2%	17
2026 Q1	$3.28M	Sell	5,028 -13,766	-73%	-$9.36M	0.37%	28
2025 Q4	$12.9M	Buy	18,794 +48	+0.3%	+$32.4K	1.33%	19
2025 Q3	$12.5M	Buy	18,746 +15,174	+425%	+$9.73M	1.3%	19
2025 Q2	$2.21M	Sell	3,572 -22,487	-86%	-$12.9M	0.25%	40
2025 Q1	$14.6M	Buy	26,059 +11,904	+84%	+$7M	1.86%	16
2024 Q4	$8.3M	Buy	14,155 +618	+5%	+$364K	1.05%	21
2024 Q3	$7.77M	Sell	13,537 -12,943	-49%	-$7.16M	0.96%	22
2024 Q2	$14.4M	Sell	26,480 -980	-4%	-$513K	1.98%	17
2024 Q1	$14.4M	Buy	27,460 +2,053	+8%	+$1.02M	2.12%	16
2023 Q4	$12.1M	Buy	25,407 +11,880	+88%	+$5.29M	1.97%	16
2023 Q3	$5.78M	Sell	13,527 -15,724	-54%	-$6.99M	1.02%	22
2023 Q2	$13M	Buy	29,251 +28,381	+3,262%	+$11.9M	2.17%	13
2023 Q1	$356K	Sell	870 -1,104	-56%	-$440K	0.07%	86
2022 Q4	$755K	Sell	1,974 -12,242	-86%	-$4.71M	0.15%	45
2022 Q3	$5.08M	Sell	14,216 -336	-2%	-$133K	1.16%	22
2022 Q2	$5.49M	Buy	14,552 +1,164	+9%	+$477K	1.33%	20
2022 Q1	$6.05M	Sell	13,388 -1,526	-10%	-$679K	1.31%	20
2021 Q4	$7.08M	Sell	14,914 -19,205	-56%	-$8.82M	1.5%	19
2021 Q3	$14.6M	Buy	34,119 +32,940	+2,794%	+$14.5M	3.38%	11
2021 Q2	$505K	Buy	1,179 +296	+34%	+$124K	0.13%	46
2021 Q1	$350K	Sell	883 -231	-21%	-$89.1K	0.09%	53
2020 Q4	$417K	Sell	1,114 -463	-29%	-$164K	0.12%	42
2020 Q3	$528K	Hold	1,577	–	–	0.19%	32
2020 Q2	$486K	Buy	1,577 +4	+0.3%	+$1.17K	0.17%	32
2020 Q1	$405K	Buy	1,573 +125	+9%	+$38.1K	0.17%	31
2019 Q4	$466K	Buy	1,448 +33	+2%	+$10.2K	0.15%	32
2019 Q3	$420K	Sell	1,415 -35	-2%	-$10.3K	0.15%	33
2019 Q2	$425K	Hold	1,450	–	–	0.16%	31
2019 Q1	$410K	Sell	1,450 -20	-1%	-$5.43K	0.16%	30
2018 Q4	$367K	Buy	1,470 +567	+63%	+$153K	0.23%	26
2018 Q3	$263K	Sell	903 -475	-34%	-$135K	0.1%	38
2018 Q2	$374K	Sell	1,378 -538	-28%	-$145K	0.15%	32
2018 Q1	$504K	Buy	1,916 +159	+9%	+$43.4K	0.26%	29
2017 Q4	$468K	Buy	1,757 +323	+23%	+$84K	0.2%	29
2017 Q3	$360K	Hold	1,434	–	–	0.16%	28
2017 Q2	$346K	Buy	1,434 +91	+7%	+$21.8K	0.16%	32
2017 Q1	$316K	Hold	1,343	–	–	0.16%	32
2016 Q4	$300K	Buy	1,343 +43	+3%	+$9.39K	0.16%	32
2016 Q3	$281K	Sell	1,300 -379	-23%	-$81.9K	0.15%	32
2016 Q2	$351K	Sell	1,679 -96	-5%	-$19.9K	0.18%	30
2016 Q1	$364K	Buy	1,775 +892	+101%	+$174K	0.19%	32
2015 Q4	$180K	Sell	883 -32	-3%	-$6.57K	0.09%	44
2015 Q3	$175K	Buy	+915	New	+$186K	0.12%	41

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Management Professionals's SPY Position: Q2 2026 in Review

Financial Management Professionals increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 460% in Q2 2026, buying an estimated $16.8M and bringing the position to 28,168 shares worth $21.1M. The position accounts for 2% of the portfolio, ranked #17.

Financial Management Professionals first reported a position in SPY in Q3 2015 and has held it in 44 quarters since. 1,019 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Management Professionals held 28,168 shares of State Street SPDR S&P 500 ETF Trust worth $21.1M as of Q2 2026.
Financial Management Professionals bought 23,140 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $16.8M.
State Street SPDR S&P 500 ETF Trust made up 2% of Financial Management Professionals's portfolio in Q2 2026, its #17 holding.
Financial Management Professionals first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2015 and has held it in 44 quarters since.
1,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.