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

Larson 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	$12M	Sell	69,500 -15,300	-18%	-$11.1M	0.31%	61
2026 Q1	$9.04M	Sell	84,800 -2,500	-3%	-$1.7M	0.29%	70
2025 Q4	$11.9M	Buy	87,300 +5,100	+6%	+$3.45M	0.4%	59
2025 Q3	$11.3M	Buy	82,200 +7,900	+11%	+$5.06M	0.39%	60
2025 Q2	$7.71M	Buy	74,300 +13,800	+23%	+$7.89M	0.31%	75
2025 Q1	$3.81M	Buy	60,500 +33,900	+127%	+$19.9M	0.18%	107
2024 Q4	$2.62M	Buy	26,600 +8,300	+45%	+$4.89M	0.14%	138
2024 Q3	$1.79M	Buy	18,300 +11,000	+151%	+$6.08M	0.1%	175
2024 Q2	$713K	Buy	7,300 +4,400	+152%	+$2.3M	0.05%	223
2024 Q1	$362K	Buy	2,900 +1,000	+53%	+$498K	0.03%	280
2023 Q4	$178K	Buy	+1,900	New	+$846K	0.02%	380

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

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

Larson Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.73% in Q2 2026, buying an estimated $204K and bringing the position to 38,561 shares worth $28.8M. The position accounts for 0.76% of the portfolio, ranked #28.

Larson Financial Group first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Larson Financial Group held 38,561 shares of State Street SPDR S&P 500 ETF Trust worth $28.8M as of Q2 2026.
Larson Financial Group bought 281 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $204K.
State Street SPDR S&P 500 ETF Trust made up 0.76% of Larson Financial Group's portfolio in Q2 2026, its #28 holding.
Larson Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.