Financial Partners Group (Tennessee)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Financial Partners Group (Tennessee)’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	$1.14M	Buy	1,842 +6	+0.3%	+$3.43K	0.41%	51
2025 Q1	$1.03M	Buy	1,836 +5	+0.3%	+$2.94K	0.45%	49
2024 Q4	$1.07M	Buy	1,831 +6	+0.3%	+$3.54K	0.45%	54
2024 Q3	$1.05M	Buy	1,825 +5	+0.3%	+$2.77K	0.39%	57
2024 Q2	$990K	Buy	1,820 +6	+0.3%	+$3.14K	0.38%	58
2024 Q1	$949K	Buy	1,814 +7	+0.4%	+$3.48K	0.37%	61
2023 Q4	$859K	Buy	1,807 +6	+0.3%	+$2.67K	0.39%	55
2023 Q3	$770K	Buy	1,801 +7	+0.4%	+$3.11K	0.37%	53
2023 Q2	$795K	Buy	1,794 +6	+0.3%	+$2.52K	0.4%	53
2023 Q1	$732K	Buy	1,788 +8	+0.4%	+$3.19K	0.38%	52
2022 Q4	$681K	Buy	+1,780	New	+$684K	0.4%	48

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 Partners Group (Tennessee)'s SPY Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q2 2025, buying an estimated $3.43K and bringing the position to 1,842 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #51.

Financial Partners Group (Tennessee) first reported a position in SPY in Q4 2022 and has held it in 11 quarters since. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Financial Partners Group (Tennessee) held 1,842 shares of State Street SPDR S&P 500 ETF Trust worth $1.14M as of Q2 2025.
Financial Partners Group (Tennessee) bought 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $3.43K.
State Street SPDR S&P 500 ETF Trust made up 0.41% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #51 holding.
Financial Partners Group (Tennessee) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 11 quarters since.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.