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

Fortune 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
Q2 		$1.52M Sell
2,030
-14
-0.7% -$10.2K 0.65% 47
2026
Q1 		$1.33M Sell
2,044
-55
-3% -$37.4K 0.68% 40
2025
Q4 		$1.43M Sell
2,099
-21
-1% -$14.2K 0.97% 30
2025
Q3 		$1.41M Sell
2,120
-9
-0.4% -$5.77K 1.06% 33
2025
Q2 		$1.32M Buy
2,129
+23
+1% +$13.1K 1.06% 31
2025
Q1 		$1.18M Sell
2,106
-18
-0.8% -$10.6K 1.02% 32
2024
Q4 		$1.24M Sell
2,124
-11
-0.5% -$6.48K 1.13% 29
2024
Q3 		$1.23M Sell
2,135
-34
-2% -$18.8K 1.11% 32
2024
Q2 		$1.18M Sell
2,169
-14
-0.6% -$7.33K 0.72% 47
2024
Q1 		$1.14M Sell
2,183
-55
-2% -$27.4K 0.72% 43
2023
Q4 		$1.06M Sell
2,238
-111
-5% -$49.4K 0.74% 42
2023
Q3 		$1M Buy
2,349
+13
+0.6% +$5.78K 0.77% 43
2023
Q2 		$1.04M Buy
+2,336
New +$980K 0.78% 41

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Fortune Financial Advisors's SPY Position: Q2 2026 in Review

Fortune Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.68% in Q2 2026, selling an estimated $10.2K and leaving 2,030 shares worth $1.52M. The position accounts for 0.65% of the portfolio, ranked #47.

Fortune Financial Advisors first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Fortune Financial Advisors held 2,030 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q2 2026.
  • Fortune Financial Advisors sold 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
  • State Street SPDR S&P 500 ETF Trust made up 0.65% of Fortune Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Fortune Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.