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

Financial Solutions Advisory 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 Q3	$53.2M	Sell	69,706 -1,362	-2%	-$1.03M	6.75%	4
2026 Q2	$53.4M	Sell	71,068 -1,519	-2%	-$1.1M	6.75%	5
2026 Q1	$47.2M	Buy	+72,587	New	+$49.4M	6.52%	5

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Financial Solutions Advisory Group's SPY Position: Q3 2026 in Review

Financial Solutions Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q3 2026, selling an estimated $1.03M and leaving 69,706 shares worth $53.2M. The position accounts for 6.75% of the portfolio, ranked #4.

Financial Solutions Advisory Group first reported a position in SPY in Q1 2026 and has held it in 3 quarters since. The position peaked at $53.4M in Q2 2026. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Financial Solutions Advisory Group held 69,706 shares of State Street SPDR S&P 500 ETF Trust worth $53.2M as of Q3 2026.
Financial Solutions Advisory Group sold 1,362 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.03M.
State Street SPDR S&P 500 ETF Trust made up 6.75% of Financial Solutions Advisory Group's portfolio in Q3 2026, its #4 holding.
Financial Solutions Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 3 quarters since.
Financial Solutions Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $53.4M in Q2 2026.
3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.