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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
2023
Q2 		– Sell
-200
Closed -$81.9K – 518
2023
Q1 		$81.9K Buy
+200
New +$79.8K 0.04% 266

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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. 3,218 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.
  • 3,218 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.