Finward Bancorp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Finward Bancorp’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	$588K	Sell	788 -7	-0.9%	-$5.08K	0.45%	55
2026 Q1	$517K	Buy	795 +2	+0.3%	+$1.36K	0.41%	62
2025 Q4	$541K	Sell	793 -28	-3%	-$18.9K	0.42%	57
2025 Q3	$547K	Sell	821 -197	-19%	-$126K	0.42%	57
2025 Q2	$629K	Buy	1,018 +3	+0.3%	+$1.72K	0.5%	52
2025 Q1	$568K	Buy	1,015 +94	+10%	+$55.3K	0.49%	57
2024 Q4	$540K	Buy	+921	New	+$543K	0.47%	58

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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 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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Finward Bancorp's SPY Position: Q2 2026 in Review

Finward Bancorp reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.88% in Q2 2026, selling an estimated $5.08K and leaving 788 shares worth $588K. The position accounts for 0.45% of the portfolio, ranked #55.

Finward Bancorp first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $629K in Q2 2025. 1,202 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Finward Bancorp held 788 shares of State Street SPDR S&P 500 ETF Trust worth $588K as of Q2 2026.
Finward Bancorp sold 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Finward Bancorp's portfolio in Q2 2026, its #55 holding.
Finward Bancorp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Finward Bancorp's State Street SPDR S&P 500 ETF Trust position peaked at $629K in Q2 2025.
1,202 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.