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

Florida Financial Advisors’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	$6.73M	Sell	10,348 -328	-3%	-$223K	1.61%	11
2025 Q4	$7.28M	Buy	10,676 +47	+0.4%	+$31.8K	1.98%	11
2025 Q3	$7.08M	Sell	10,629 -1,968	-16%	-$1.26M	2.19%	9
2025 Q2	$7.78M	Buy	12,597 +529	+4%	+$302K	2.58%	6
2025 Q1	$6.75M	Sell	12,068 -1,465	-11%	-$861K	2.66%	7
2024 Q4	$7.93M	Buy	13,533 +558	+4%	+$329K	3.54%	6
2024 Q3	$7.44M	Buy	12,975 +987	+8%	+$546K	3.84%	6
2024 Q2	$6.52M	Buy	11,988 +566	+5%	+$296K	3.91%	6
2024 Q1	$5.97M	Buy	11,422 +273	+2%	+$136K	4.39%	7
2023 Q4	$5.3M	Buy	+11,149	New	+$4.97M	4.91%	6

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

Florida Financial Advisors's SPY Position: Q1 2026 in Review

Florida Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q1 2026, selling an estimated $223K and leaving 10,348 shares worth $6.73M. The position accounts for 1.61% of the portfolio, ranked #11.

Florida Financial Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.93M in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Florida Financial Advisors held 10,348 shares of State Street SPDR S&P 500 ETF Trust worth $6.73M as of Q1 2026.
Florida Financial Advisors sold 328 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $223K.
State Street SPDR S&P 500 ETF Trust made up 1.61% of Florida Financial Advisors's portfolio in Q1 2026, its #11 holding.
Florida Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.93M in Q4 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.