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

Fortune Financial Group’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 		$240K Buy
+322
New +$233K 0.19% 103
2026
Q1 		– Sell
-311
Closed -$221K – 100
2025
Q4 		$221K Buy
+311
New +$210K 0.22% 85

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fortune Financial Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 322 shares worth $240K. The stake represents 0.19% of the portfolio and ranks #103 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in SPY as recently as Q4 2025.

Fortune Financial Group first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Fortune Financial Group held 322 shares of State Street SPDR S&P 500 ETF Trust worth $240K as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Fortune Financial Group position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.19% of Fortune Financial Group's portfolio in Q2 2026, its #103 holding.
  • Fortune Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • 4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.