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

Foster 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 		$1.47M Buy
1,973
+301
+18% +$218K 0.04% 101
2026
Q1 		$1.09M Sell
1,672
-168
-9% -$114K 0.03% 107
2025
Q4 		$1.25M Buy
1,840
+117
+7% +$79.1K 0.04% 99
2025
Q3 		$1.15M Buy
1,723
+623
+57% +$399K 0.04% 100
2025
Q2 		$680K Sell
1,100
-55
-5% -$31.4K 0.02% 124
2025
Q1 		$646K Buy
1,155
+27
+2% +$15.9K 0.02% 110
2024
Q4 		$661K Sell
1,128
-99
-8% -$58.3K 0.03% 105
2024
Q3 		$704K Buy
1,227
+288
+31% +$159K 0.03% 110
2024
Q2 		$511K Sell
939
-554
-37% -$290K 0.02% 124
2024
Q1 		$781K Sell
1,493
-1,207
-45% -$601K 0.04% 98
2023
Q4 		$1.15M Hold
2,700
– – 0.07% 66
2023
Q3 		$1.15M Buy
2,700
+1,104
+69% +$491K 0.07% 66
2023
Q2 		$707K Sell
1,596
-1
-0.1% -$420 0.04% 89
2023
Q1 		$654K Sell
1,597
-906
-36% -$361K 0.04% 91
2022
Q4 		$957K Buy
2,503
+678
+37% +$261K 0.07% 67
2022
Q3 		$652K Sell
1,825
-2,009
-52% -$798K 0.05% 77
2022
Q2 		$1.45M Buy
3,834
+2,817
+277% +$1.15M 0.1% 53
2022
Q1 		$459K Sell
1,017
-215
-17% -$95.7K 0.04% 91
2021
Q4 		$585K Buy
1,232
+37
+3% +$17K 0.05% 79
2021
Q3 		$513K Sell
1,195
-43
-3% -$19K 0.05% 87
2021
Q2 		$530K Buy
1,238
+8
+0.7% +$3.34K 0.06% 84
2021
Q1 		$488K Hold
1,230
– – 0.08% 74
2020
Q4 		$458K Buy
+1,230
New +$436K 0.08% 64

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
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
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Foster Group's SPY Position: Q2 2026 in Review

Foster Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, buying an estimated $218K and bringing the position to 1,973 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #101.

Foster Group first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Foster Group held 1,973 shares of State Street SPDR S&P 500 ETF Trust worth $1.47M as of Q2 2026.
  • Foster Group bought 301 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $218K.
  • State Street SPDR S&P 500 ETF Trust made up 0.04% of Foster Group's portfolio in Q2 2026, its #101 holding.
  • Foster Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.