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

Gerald Baker Financial Group’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	$361K	Buy	483 +1	+0.2%	+$725	0.1%	98
2026 Q1	$314K	Buy	+482	New	+$328K	0.1%	98

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

Gerald Baker Financial Group's SPY Position: Q2 2026 in Review

Gerald Baker Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q2 2026, buying an estimated $725 and bringing the position to 483 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #98.

Gerald Baker Financial Group first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. 4,624 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gerald Baker Financial Group held 483 shares of State Street SPDR S&P 500 ETF Trust worth $361K as of Q2 2026.
Gerald Baker Financial Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Gerald Baker Financial Group's portfolio in Q2 2026, its #98 holding.
Gerald Baker Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 2 quarters since.
4,624 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.