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

Leverty 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 		$6.23M Sell
8,340
-142
-2% -$103K 1.21% 12
2026
Q1 		$5.52M Sell
8,482
-428
-5% -$291K 1.22% 11
2025
Q4 		$6.08M Sell
8,910
-32
-0.4% -$21.6K 1.45% 10
2025
Q3 		$5.96M Sell
8,942
-185
-2% -$119K 1.55% 10
2025
Q2 		$5.64M Sell
9,127
-2,060
-18% -$1.18M 1.68% 10
2025
Q1 		$6.26M Buy
11,187
+140
+1% +$82.3K 2.56% 6
2024
Q4 		$6.47M Buy
11,047
+100
+0.9% +$58.9K 3.29% 5
2024
Q3 		$6.28M Buy
10,947
+2,110
+24% +$1.17M 3.43% 5
2024
Q2 		$4.81M Sell
8,837
-267
-3% -$140K 2.85% 7
2024
Q1 		$4.76M Sell
9,104
-122
-1% -$60.7K 2.84% 7
2023
Q4 		$4.39M Sell
9,226
-697
-7% -$310K 2.78% 7
2023
Q3 		$4.24M Sell
9,923
-360
-4% -$160K 3.08% 6
2023
Q2 		$4.56M Sell
10,283
-157
-2% -$65.9K 3.32% 5
2023
Q1 		$4.27M Buy
10,440
+99
+1% +$39.5K 3.35% 5
2022
Q4 		$3.95M Sell
10,341
-303
-3% -$116K 3.38% 6
2022
Q3 		$3.8M Sell
10,644
-370
-3% -$147K 3.68% 3
2022
Q2 		$4.16M Buy
11,014
+8,022
+268% +$3.29M 3.87% 3
2022
Q1 		$1.35M Buy
2,992
+2,409
+413% +$1.07M 1.07% 9
2021
Q4 		$276K Buy
+583
New +$268K 0.21% 15

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

Leverty Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, selling an estimated $103K and leaving 8,340 shares worth $6.23M. The position accounts for 1.21% of the portfolio, ranked #12.

Leverty Financial Group first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.47M in Q4 2024. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Leverty Financial Group held 8,340 shares of State Street SPDR S&P 500 ETF Trust worth $6.23M as of Q2 2026.
  • Leverty Financial Group sold 142 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $103K.
  • State Street SPDR S&P 500 ETF Trust made up 1.21% of Leverty Financial Group's portfolio in Q2 2026, its #12 holding.
  • Leverty Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $6.47M in Q4 2024.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.