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

Fischer Investment Strategies’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	$4.48M	Sell	6,001 -1,258	-17%	-$912K	2.14%	13
2026 Q1	$4.72M	Sell	7,259 -84	-1%	-$57.1K	2.75%	12
2025 Q4	$5.01M	Sell	7,343 -594	-7%	-$401K	2.92%	11
2025 Q3	$5.29M	Sell	7,937 -1,783	-18%	-$1.14M	3.17%	12
2025 Q2	$6.01M	Buy	+9,720	New	+$5.56M	4.03%	9

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fischer Investment Strategies's SPY Position: Q2 2026 in Review

Fischer Investment Strategies reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q2 2026, selling an estimated $912K and leaving 6,001 shares worth $4.48M. The position accounts for 2.14% of the portfolio, ranked #13.

Fischer Investment Strategies first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.01M in Q2 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fischer Investment Strategies held 6,001 shares of State Street SPDR S&P 500 ETF Trust worth $4.48M as of Q2 2026.
Fischer Investment Strategies sold 1,258 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $912K.
State Street SPDR S&P 500 ETF Trust made up 2.14% of Fischer Investment Strategies's portfolio in Q2 2026, its #13 holding.
Fischer Investment Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
Fischer Investment Strategies's State Street SPDR S&P 500 ETF Trust position peaked at $6.01M in Q2 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.