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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
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

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Financial Solutions Advisory Group's SPY Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $1.1M and leaving 71,068 shares worth $53.4M. The position accounts for 6.75% of the portfolio, ranked #5.

Financial Solutions Advisory Group first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. 1,428 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Financial Solutions Advisory Group held 71,068 shares of State Street SPDR S&P 500 ETF Trust worth $53.4M as of Q2 2026.
  • Financial Solutions Advisory Group sold 1,519 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.1M.
  • State Street SPDR S&P 500 ETF Trust made up 6.75% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #5 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 2 quarters since.
  • 1,428 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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