GoalVest Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
GoalVest Advisory's SPY Position: Q2 2026 in Review
GoalVest Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.5% in Q2 2026, buying an estimated $190K and bringing the position to 3,770 shares worth $2.82M. The position accounts for 0.52% of the portfolio, ranked #26.
GoalVest Advisory first reported a position in SPY in Q4 2020 and has held it in 18 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- GoalVest Advisory held 3,770 shares of State Street SPDR S&P 500 ETF Trust worth $2.82M as of Q2 2026.
- GoalVest Advisory bought 262 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $190K.
- State Street SPDR S&P 500 ETF Trust made up 0.52% of GoalVest Advisory's portfolio in Q2 2026, its #26 holding.
- GoalVest Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 18 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.