FAM
SPY icon

Formidable Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Formidable Asset Management’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 		– Sell
-300
Closed -$1.12K – 412
2025
Q4 		$1.12K Buy
+300
New +$203K ﹤0.01% 395
2018
Q4 		– Sell
-250
Closed -$4K – 108
2018
Q3 		$4K Buy
+250
New +$71.2K ﹤0.01% 127

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Formidable Asset Management's SPY Position: Q2 2026 in Review

Formidable Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, buying an estimated $32.6K and bringing the position to 2,630 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #82.

Formidable Asset Management first reported a position in SPY in Q3 2013 and has held it in 45 quarters since. The position peaked at $5M in Q2 2021. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Formidable Asset Management held 2,630 shares of State Street SPDR S&P 500 ETF Trust worth $1.58M as of Q2 2026.
  • Formidable Asset Management bought 45 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $32.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of Formidable Asset Management's portfolio in Q2 2026, its #82 holding.
  • Formidable Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 45 quarters since.
  • Formidable Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $5M in Q2 2021.
  • 1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.