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

Gimbal 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	$494K	Buy	+662	New	+$480K	0.3%	26
2025 Q3	$518K	Sell	777 -10	-1%	-$6.41K	0.31%	27
2025 Q2	$486K	Buy	787 +6	+0.8%	+$3.43K	0.3%	27
2025 Q1	$437K	Sell	781 -9	-1%	-$5.29K	0.39%	23
2024 Q4	$463K	Buy	790 +2	+0.3%	+$1.18K	0.38%	27
2024 Q3	$457K	Sell	788 -166	-17%	-$91.8K	0.3%	28
2024 Q2	$531K	Sell	954 -107	-10%	-$56K	0.39%	21
2024 Q1	$555K	Sell	1,061 -60	-5%	-$29.9K	0.45%	21
2023 Q4	$533K	Buy	+1,121	New	+$499K	0.53%	20

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

Gimbal Financial's SPY Position: Q2 2026 in Review

Gimbal Financial opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 662 shares worth $494K. The stake represents 0.3% of the portfolio and ranks #26 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in SPY as recently as Q3 2025.

Gimbal Financial first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $555K in Q1 2024. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gimbal Financial held 662 shares of State Street SPDR S&P 500 ETF Trust worth $494K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Gimbal Financial position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Gimbal Financial's portfolio in Q2 2026, its #26 holding.
Gimbal Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Gimbal Financial's State Street SPDR S&P 500 ETF Trust position peaked at $555K in Q1 2024.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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