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

Goldstone 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	$6.49M	Buy	8,688 +267	+3%	+$194K	0.59%	46
2026 Q1	$5.48M	Sell	8,421 -426	-5%	-$290K	0.59%	45
2025 Q4	$6.03M	Buy	8,847 +89	+1%	+$60.2K	0.67%	41
2025 Q3	$5.83M	Buy	8,758 +250	+3%	+$160K	0.69%	41
2025 Q2	$5.32M	Buy	8,508 +1,611	+23%	+$921K	0.7%	40
2025 Q1	$3.86M	Sell	6,897 -594	-8%	-$349K	0.58%	41
2024 Q4	$4.39M	Buy	7,491 +7	+0.1%	+$4.12K	0.69%	38
2024 Q3	$4.29M	Sell	7,484 -649	-8%	-$359K	0.75%	36
2024 Q2	$4.43M	Buy	8,133 +171	+2%	+$89.5K	0.89%	31
2024 Q1	$4.16M	Sell	7,962 -209	-3%	-$104K	0.96%	27
2023 Q4	$3.88M	Sell	8,171 -1,694	-17%	-$755K	1%	26
2023 Q3	$4.22M	Buy	9,865 +29	+0.3%	+$12.9K	1.25%	20
2023 Q2	$4.36M	Sell	9,836 -559	-5%	-$235K	1.28%	20
2023 Q1	$4.26M	Buy	+10,395	New	+$4.15M	1.4%	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

Goldstone Financial Group's SPY Position: Q2 2026 in Review

Goldstone Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q2 2026, buying an estimated $194K and bringing the position to 8,688 shares worth $6.49M. The position accounts for 0.59% of the portfolio, ranked #46.

Goldstone Financial Group first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Goldstone Financial Group held 8,688 shares of State Street SPDR S&P 500 ETF Trust worth $6.49M as of Q2 2026.
Goldstone Financial Group bought 267 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $194K.
State Street SPDR S&P 500 ETF Trust made up 0.59% of Goldstone Financial Group's portfolio in Q2 2026, its #46 holding.
Goldstone Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 14 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 Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.