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

Focus Financial Network’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	$29.4M	Buy	39,307 +434	+1%	+$315K	0.91%	20
2026 Q1	$25.3M	Sell	38,873 -14,994	-28%	-$10.2M	0.91%	20
2025 Q4	$36.7M	Buy	53,867 +235	+0.4%	+$159K	1.28%	11
2025 Q3	$35.7M	Buy	53,632 +4,716	+10%	+$3.02M	1.27%	10
2025 Q2	$30.2M	Buy	48,916 +4,270	+10%	+$2.44M	1.19%	15
2025 Q1	$25M	Buy	44,646 +2,769	+7%	+$1.63M	1.02%	18
2024 Q4	$24.5M	Buy	41,877 +770	+2%	+$454K	0.98%	19
2024 Q3	$23.6M	Sell	41,107 -1,245	-3%	-$688K	0.96%	20
2024 Q2	$23.6M	Buy	42,352 +1,923	+5%	+$1.01M	1.01%	20
2024 Q1	$20.2M	Sell	40,429 -32,430	-45%	-$16.1M	0.98%	21
2023 Q4	$34.8M	Buy	72,859 +30,075	+70%	+$13.4M	1.31%	12
2023 Q3	$18.4M	Buy	42,784 +2,529	+6%	+$1.12M	1.04%	19
2023 Q2	$17.9M	Buy	40,255 +2,568	+7%	+$1.08M	0.99%	18
2023 Q1	$15.5M	Buy	37,687 +1,116	+3%	+$445K	0.96%	17
2022 Q4	$14.1M	Buy	36,571 +1,678	+5%	+$645K	1.14%	17
2022 Q3	$12.5M	Buy	34,893 +1,567	+5%	+$622K	1.08%	16
2022 Q2	$12.6M	Buy	33,326 +437	+1%	+$179K	1.04%	16
2022 Q1	$14.9M	Buy	32,889 +1,334	+4%	+$594K	1.04%	18
2021 Q4	$15M	Buy	31,555 +1,033	+3%	+$474K	2.2%	7
2021 Q3	$13.1M	Sell	30,522 -9	-0%	-$3.97K	1.75%	8
2021 Q2	$13.1M	Sell	30,531 -72	-0.2%	-$30.1K	1.74%	9
2021 Q1	$12.2M	Buy	30,603 +782	+3%	+$302K	1.42%	11
2020 Q4	$11.2M	Sell	29,821 -3,364	-10%	-$1.19M	0.99%	22
2020 Q3	$11.2M	Sell	33,185 -815	-2%	-$270K	1.04%	18
2020 Q2	$10.5M	Sell	34,000 -9,762	-22%	-$2.86M	1.17%	15
2020 Q1	$11.3M	Buy	43,762 +6,726	+18%	+$2.05M	1.52%	12
2019 Q4	$12M	Sell	37,036 -4,523	-11%	-$1.39M	1.47%	13
2019 Q3	$12.4M	Buy	41,559 +3	+0%	+$886	1.72%	10
2019 Q2	$12.2M	Buy	41,556 +457	+1%	+$132K	1.81%	11
2019 Q1	$11.7M	Buy	+41,099	New	+$11.2M	1.87%	10

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

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

Focus Financial Network's SPY Position: Q2 2026 in Review

Focus Financial Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, buying an estimated $315K and bringing the position to 39,307 shares worth $29.4M. The position accounts for 0.91% of the portfolio, ranked #20.

Focus Financial Network first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. The position peaked at $36.7M in Q4 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Focus Financial Network held 39,307 shares of State Street SPDR S&P 500 ETF Trust worth $29.4M as of Q2 2026.
Focus Financial Network bought 434 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $315K.
State Street SPDR S&P 500 ETF Trust made up 0.91% of Focus Financial Network's portfolio in Q2 2026, its #20 holding.
Focus Financial Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's State Street SPDR S&P 500 ETF Trust position peaked at $36.7M in Q4 2025.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.