FS
SPY icon

Financially Speaking’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Financially Speaking’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 		– Sell
-1
Closed -$651 – 112
2026
Q1 		$651 Sell
1
-40,886
-100% -$27.8M ﹤0.01% 94
2025
Q4 		$27.9M Buy
+40,887
New +$27.6M 18.04% 2

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financially Speaking's SPY Position: Q2 2026 in Review

Financially Speaking sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 1 share — an estimated $651 sold.

Financially Speaking first reported a position in SPY in Q4 2025 and held it in 2 quarters. The position peaked at $27.9M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Financially Speaking reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Financially Speaking sold 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $651.
  • Financially Speaking first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and held it in 2 quarters.
  • Financially Speaking's State Street SPDR S&P 500 ETF Trust position peaked at $27.9M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.