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

Foundations Investment 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 		$81.6M Sell
109,293
-14,721
-12% -$10.7M 0.84% 20
2026
Q1 		$80.7M Sell
124,014
-28,685
-19% -$19.5M 1% 21
2025
Q4 		$104M Sell
152,699
-9,807
-6% -$6.63M 1.36% 14
2025
Q3 		$108M Sell
162,506
-128,971
-44% -$82.7M 1.57% 11
2025
Q2 		$180M Buy
291,477
+29,268
+11% +$16.7M 2.84% 2
2025
Q1 		$147M Buy
262,209
+48,107
+22% +$28.3M 2.71% 3
2024
Q4 		$125M Buy
214,102
+21,231
+11% +$12.5M 2.42% 4
2024
Q3 		$111M Buy
192,871
+13,569
+8% +$7.5M 2.33% 6
2024
Q2 		$97.6M Sell
179,302
-18,245
-9% -$9.55M 2.37% 7
2024
Q1 		$103M Buy
197,547
+11,779
+6% +$5.86M 2.71% 5
2023
Q4 		$90.9M Buy
185,768
+55,636
+43% +$24.8M 2.44% 7
2023
Q3 		$55.6M Buy
130,132
+31,894
+32% +$14.2M 1.71% 12
2023
Q2 		$43.5M Buy
98,238
+32,458
+49% +$13.6M 1.44% 16
2023
Q1 		$26.9M Sell
65,780
-13,428
-17% -$5.36M 0.96% 20
2022
Q4 		$30.3M Buy
79,208
+4,982
+7% +$1.91M 1.21% 15
2022
Q3 		$26.5M Sell
74,226
-680
-0.9% -$270K 1.16% 12
2022
Q2 		$28.7M Buy
74,906
+14,851
+25% +$6.08M 1.2% 12
2022
Q1 		$26.3M Sell
60,055
-2,097
-3% -$934K 1.02% 13
2021
Q4 		$29.3M Buy
62,152
+2,692
+5% +$1.24M 1.1% 8
2021
Q3 		$25.8M Buy
59,460
+6,202
+12% +$2.74M 1.12% 9
2021
Q2 		$23.2M Buy
53,258
+6,166
+13% +$2.57M 1.11% 11
2021
Q1 		$19.1M Buy
47,092
+68
+0.1% +$26.2K 1.1% 11
2020
Q4 		$17.9M Sell
47,024
-5,260
-10% -$1.87M 1.18% 10
2020
Q3 		$17.5M Sell
52,284
-11,981
-19% -$3.97M 3.83% 4
2020
Q2 		$20.1M Sell
64,265
-14,406
-18% -$4.22M 1.78% 15
2020
Q1 		$19.4M Sell
78,671
-21,242
-21% -$6.48M 2.24% 8
2019
Q4 		$32.3M Sell
99,913
-8,245
-8% -$2.54M 3.98% 10
2019
Q3 		$31.4M Buy
108,158
+38,088
+54% +$11.3M 4.12% 11
2019
Q2 		$20.9M Buy
70,070
+5,336
+8% +$1.54M 3.14% 12
2019
Q1 		$18.3M Buy
64,734
+13,701
+27% +$3.72M 3.17% 13
2018
Q4 		$13.9M Buy
51,033
+17,811
+54% +$4.8M 2.95% 12
2018
Q3 		$9.66M Buy
+33,222
New +$9.46M 2.35% 14

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

Foundations Investment Advisors's SPY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, selling an estimated $10.7M and leaving 109,293 shares worth $81.6M. The position accounts for 0.84% of the portfolio, ranked #20.

Foundations Investment Advisors first reported a position in SPY in Q3 2018 and has held it in 32 quarters since. The position peaked at $180M in Q2 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Foundations Investment Advisors held 109,293 shares of State Street SPDR S&P 500 ETF Trust worth $81.6M as of Q2 2026.
  • Foundations Investment Advisors sold 14,721 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.7M.
  • State Street SPDR S&P 500 ETF Trust made up 0.84% of Foundations Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 32 quarters since.
  • Foundations Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $180M in Q2 2025.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.