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

Financial Strategies 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 Q1	$367K	Hold	513	–	–	0.06%	78
2025 Q4	$355K	Hold	513	–	–	0.06%	79
2025 Q3	$351K	Hold	513	–	–	0.07%	77
2025 Q2	$320K	Hold	513	–	–	0.07%	81
2025 Q1	$276K	Hold	513	–	–	0.07%	87
2024 Q4	$298K	Sell	513 -38	-7%	-$22.4K	0.07%	86
2024 Q3	$322K	Sell	551 -141	-20%	-$78K	0.08%	81
2024 Q2	$385K	Buy	692 +64	+10%	+$33.5K	0.1%	62
2024 Q1	$326K	Hold	628	–	–	0.09%	60
2023 Q4	$305K	Hold	628	–	–	0.09%	66
2023 Q3	$274K	Sell	628 -94	-13%	-$41.8K	0.09%	71
2023 Q2	$320K	Buy	+722	New	+$303K	0.1%	63
2022 Q2	–	Sell	-477	Closed	-$215K	–	89
2022 Q1	$215K	Buy	477 +1	+0.2%	+$445	0.09%	84
2021 Q4	$226K	Buy	476 +1	+0.2%	+$459	0.09%	72
2021 Q3	$204K	Buy	475 +1	+0.2%	+$441	0.09%	71
2021 Q2	$203K	Buy	+474	New	+$198K	0.09%	72

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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Strategies Group's SPY Position: Q1 2026 in Review

Financial Strategies Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 513 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #78.

Financial Strategies Group first reported a position in SPY in Q2 2021 and has held it in 16 quarters since. The position peaked at $385K in Q2 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Strategies Group held 513 shares of State Street SPDR S&P 500 ETF Trust worth $367K as of Q1 2026.
Financial Strategies Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Financial Strategies Group's portfolio in Q1 2026, its #78 holding.
Financial Strategies Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 16 quarters since.
Financial Strategies Group's State Street SPDR S&P 500 ETF Trust position peaked at $385K in Q2 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.