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

Friedenthal Financial’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	–	Hold	0	–	–	–	92
2026 Q1	–	Hold	0	–	–	–	91
2025 Q4	–	Hold	0	–	–	–	93
2023 Q4	–	Sell	-9,552	Closed	-$4.08M	–	263
2023 Q3	$4.08M	Buy	9,552 +7,552	+378%	+$3.36M	2.77%	7
2023 Q2	$887K	Buy	2,000 +1,434	+253%	+$602K	0.59%	38
2023 Q1	$237K	Buy	+566	New	+$226K	0.17%	99

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Friedenthal Financial's SPY Position: Q2 2026 in Review

Friedenthal Financial held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 454 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #99.

Friedenthal Financial first reported a position in SPY in Q3 2015 and has held it in 31 quarters since. The position peaked at $3.45M in Q2 2023. 1,076 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Friedenthal Financial held 454 shares of State Street SPDR S&P 500 ETF Trust worth $339K as of Q2 2026.
Friedenthal Financial left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Friedenthal Financial's portfolio in Q2 2026, its #99 holding.
Friedenthal Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2015 and has held it in 31 quarters since.
Friedenthal Financial's State Street SPDR S&P 500 ETF Trust position peaked at $3.45M in Q2 2023.
1,076 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.