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

GR 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 Q1	$4.04M	Buy	6,215 +2,412	+63%	+$1.64M	1.34%	5
2025 Q4	$2.59M	Buy	3,803 +8	+0.2%	+$5.41K	0.58%	7
2025 Q3	$2.53M	Buy	3,795 +11	+0.3%	+$7.05K	0.58%	8
2025 Q2	$2.34M	Sell	3,784 -459,337	-99%	-$263M	0.57%	8
2025 Q1	$259M	Sell	463,121 -17,458	-4%	-$10.3M	39.94%	2
2024 Q4	$282M	Sell	480,579 -3,206	-0.7%	-$1.89M	47.64%	2
2024 Q3	$278M	Buy	483,785 +4,800	+1%	+$2.65M	48.6%	2
2024 Q2	$261M	Buy	478,985 +73,172	+18%	+$38.3M	57.48%	1
2024 Q1	$212M	Sell	405,813 -77,078	-16%	-$38.4M	49.17%	1
2023 Q4	$230M	Sell	482,891 -111,972	-19%	-$49.9M	81.53%	1
2023 Q3	$254M	Buy	594,863 +160,574	+37%	+$71.4M	71.07%	1
2023 Q2	$193M	Sell	434,289 -5,736	-1%	-$2.41M	59.81%	1
2023 Q1	$180M	Buy	440,025 +1,191	+0.3%	+$475K	64.18%	1
2022 Q4	$168M	Buy	+438,834	New	+$169M	56.32%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GR Financial Group's SPY Position: Q1 2026 in Review

GR Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 63% in Q1 2026, buying an estimated $1.64M and bringing the position to 6,215 shares worth $4.04M. The position accounts for 1.34% of the portfolio, ranked #5.

GR Financial Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $282M in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

GR Financial Group held 6,215 shares of State Street SPDR S&P 500 ETF Trust worth $4.04M as of Q1 2026.
GR Financial Group bought 2,412 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.64M.
State Street SPDR S&P 500 ETF Trust made up 1.34% of GR Financial Group's portfolio in Q1 2026, its #5 holding.
GR Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
GR Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $282M in Q4 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on GR Financial Group's 13F filing for Q1 2026, filed 11 May 2026.