Formulate Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
NMIFOAC
Formulate Financial's SPY Position: Q2 2026 in Review
Formulate Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, buying an estimated $315K and bringing the position to 14,830 shares worth $11.1M. The position accounts for 11.66% of the portfolio, ranked #3.
Formulate Financial first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Formulate Financial held 14,830 shares of State Street SPDR S&P 500 ETF Trust worth $11.1M as of Q2 2026.
- Formulate Financial 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 11.66% of Formulate Financial's portfolio in Q2 2026, its #3 holding.
- Formulate Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
- 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.