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

Garton & Associates Financial 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 		– Sell
-2,932
Closed -$1.91M – 64
2026
Q1 		$1.91M Sell
2,932
-422
-13% -$287K 1.56% 18
2025
Q4 		$2.29M Buy
+3,354
New +$2.27M 1.28% 17

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

Garton & Associates Financial Advisors's SPY Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 2,932 shares — an estimated $1.91M sold.

Garton & Associates Financial Advisors first reported a position in SPY in Q4 2025 and held it in 2 quarters. The position peaked at $2.29M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,932 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.91M.
  • Garton & Associates Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.29M in Q4 2025.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.