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

Founders Financial Alliance’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	$11.6M	Buy	15,535 +4,743	+44%	+$3.44M	1.54%	7
2026 Q1	$7.02M	Buy	10,792 +310	+3%	+$211K	1.26%	12
2025 Q4	$7.15M	Sell	10,482 -125	-1%	-$84.5K	1.35%	11
2025 Q3	$7.07M	Buy	10,607 +103	+1%	+$66K	1.33%	11
2025 Q2	$6.49M	Buy	10,504 +504	+5%	+$288K	1.48%	11
2025 Q1	$5.59M	Buy	10,000 +1,272	+15%	+$748K	1.36%	11
2024 Q4	$5.12M	Buy	8,728 +46	+0.5%	+$27.1K	1.41%	11
2024 Q3	$4.98M	Sell	8,682 -479	-5%	-$265K	1.39%	11
2024 Q2	$4.99M	Sell	9,161 -432	-5%	-$226K	1.48%	10
2024 Q1	$5.02M	Buy	9,593 +231	+2%	+$115K	1.51%	9
2023 Q4	$4.45M	Buy	9,362 +155	+2%	+$69K	1.73%	7
2023 Q3	$3.94M	Sell	9,207 -64	-0.7%	-$28.5K	1.72%	7
2023 Q2	$4.11M	Buy	9,271 +388	+4%	+$163K	1.62%	7
2023 Q1	$3.64M	Sell	8,883 -380	-4%	-$152K	1.82%	5
2022 Q4	$3.54M	Sell	9,263 -284	-3%	-$109K	1.63%	5
2022 Q3	$3.41M	Buy	9,547 +375	+4%	+$149K	1.74%	6
2022 Q2	$3.46M	Sell	9,172 -497	-5%	-$204K	1.75%	7
2022 Q1	$4.37M	Sell	9,669 -103	-1%	-$45.9K	1.94%	7
2021 Q4	$4.64M	Sell	9,772 -809	-8%	-$371K	1.87%	7
2021 Q3	$4.54M	Sell	10,581 -986	-9%	-$435K	2.12%	6
2021 Q2	$4.95M	Buy	11,567 +365	+3%	+$152K	2.25%	5
2021 Q1	$4.57M	Buy	11,202 +711	+7%	+$274K	2.25%	6
2020 Q4	$3.92M	Buy	10,491 +141	+1%	+$50K	2.22%	6
2020 Q3	$3.48M	Buy	+10,350	New	+$3.43M	2.08%	6

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Alliance's SPY Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 44% in Q2 2026, buying an estimated $3.44M and bringing the position to 15,535 shares worth $11.6M. The position accounts for 1.54% of the portfolio, ranked #7.

Founders Financial Alliance first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Founders Financial Alliance held 15,535 shares of State Street SPDR S&P 500 ETF Trust worth $11.6M as of Q2 2026.
Founders Financial Alliance bought 4,743 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.44M.
State Street SPDR S&P 500 ETF Trust made up 1.54% of Founders Financial Alliance's portfolio in Q2 2026, its #7 holding.
Founders Financial Alliance first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.