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Timothy G. Youngquist 2020 Irrevocable Trust’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-4,747
Closed -$3.09M – 427
2026
Q1 		$3.09M Buy
+4,747
New +$3.23M 1.33% 18

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's SPY Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 4,747 shares — an estimated $3.09M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SPY in Q1 2026 and held it in 1 quarter. The position peaked at $3.09M in Q1 2026. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 4,747 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.09M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's State Street SPDR S&P 500 ETF Trust position peaked at $3.09M in Q1 2026.
  • 3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.