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

Global Financial Private Client’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 		$18.1M Buy
24,304
+1,816
+8% +$1.32M 4.92% 1
2026
Q1 		$14.6M Buy
22,488
+296
+1% +$201K 4.79% 1
2025
Q4 		$15.1M Sell
22,192
-10
-0% -$6.76K 5.3% 1
2025
Q3 		$14.8M Buy
22,202
+2,707
+14% +$1.74M 5.27% 1
2025
Q2 		$12M Buy
19,495
+168
+0.9% +$96K 4.52% 2
2025
Q1 		$10.8M Sell
19,327
-1,163
-6% -$684K 4.13% 3
2024
Q4 		$12M Sell
20,490
-215
-1% -$127K 4.5% 2
2024
Q3 		$11.9M Buy
20,705
+421
+2% +$233K 4.63% 2
2024
Q2 		$11M Sell
20,284
-970
-5% -$508K 4.62% 2
2024
Q1 		$11.1M Buy
21,254
+696
+3% +$347K 4.77% 2
2023
Q4 		$9.77M Buy
20,558
+3,385
+20% +$1.51M 4.57% 2
2023
Q3 		$7.34M Buy
17,173
+704
+4% +$313K 3.79% 4
2023
Q2 		$7.31M Buy
16,469
+937
+6% +$393K 3.6% 4
2023
Q1 		$6.38M Buy
15,532
+1,215
+8% +$485K 3.29% 4
2022
Q4 		$5.48M Sell
14,317
-2,297
-14% -$883K 3.06% 4
2022
Q3 		$6.09M Buy
16,614
+632
+4% +$251K 3.51% 4
2022
Q2 		$6.09M Sell
15,982
-189
-1% -$77.4K 3.44% 5
2022
Q1 		$7.32M Buy
16,171
+1,575
+11% +$701K 3.54% 5
2021
Q4 		$6.93M Buy
14,596
+583
+4% +$268K 3.35% 5
2021
Q3 		$6.09M Buy
14,013
+116
+0.8% +$51.2K 3.13% 6
2021
Q2 		$5.98M Buy
13,897
+1,695
+14% +$707K 3.34% 5
2021
Q1 		$4.89M Buy
12,202
+39
+0.3% +$15K 3.51% 6
2020
Q4 		$4.55M Buy
12,163
+412
+4% +$146K 3.61% 6
2020
Q3 		$3.96M Sell
11,751
-711
-6% -$236K 3.44% 6
2020
Q2 		$3.87M Sell
12,462
-2,686
-18% -$786K 3.37% 5
2020
Q1 		$3.73M Sell
15,148
-5,931
-28% -$1.81M 3.95% 4
2019
Q4 		$6.78M Buy
+21,079
New +$6.49M 5.68% 1

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Global Financial Private Client's SPY Position: Q2 2026 in Review

Global Financial Private Client increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q2 2026, buying an estimated $1.32M and bringing the position to 24,304 shares worth $18.1M. The position accounts for 4.92% of the portfolio, ranked #1.

Global Financial Private Client first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Global Financial Private Client held 24,304 shares of State Street SPDR S&P 500 ETF Trust worth $18.1M as of Q2 2026.
  • Global Financial Private Client bought 1,816 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.32M.
  • State Street SPDR S&P 500 ETF Trust made up 4.92% of Global Financial Private Client's portfolio in Q2 2026, its #1 holding.
  • Global Financial Private Client first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.