Marshall Financial Group (Maryland)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Marshall Financial Group (Maryland)’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	$2.7M	Buy	3,611 +154	+4%	+$112K	0.39%	52
2026 Q1	$2.25M	Sell	3,457 -38	-1%	-$25.8K	0.36%	57
2025 Q4	$2.38M	Sell	3,495 -6	-0.2%	-$4.05K	0.46%	44
2025 Q3	$2.33M	Sell	3,501 -2	-0.1%	-$1.28K	0.45%	49
2025 Q2	$2.17M	Sell	3,503 -549	-14%	-$314K	0.43%	49
2025 Q1	$2.27M	Sell	4,052 -83	-2%	-$48.8K	0.5%	41
2024 Q4	$2.42M	Buy	4,135 +554	+15%	+$326K	0.59%	37
2024 Q3	$2.05M	Buy	3,581 +48	+1%	+$26.5K	0.49%	46
2024 Q2	$1.92M	Sell	3,533 -200	-5%	-$105K	0.54%	46
2024 Q1	$1.95M	Sell	3,733 -414	-10%	-$206K	0.56%	47
2023 Q4	$1.97M	Buy	4,147 +962	+30%	+$429K	0.64%	41
2023 Q3	$1.36M	Sell	3,185 -79	-2%	-$35.1K	0.49%	56
2023 Q2	$1.45M	Sell	3,264 -199	-6%	-$83.5K	0.49%	54
2023 Q1	$1.42M	Sell	3,463 -2,137	-38%	-$853K	0.51%	53
2022 Q4	$2.14M	Buy	5,600 +3,583	+178%	+$1.38M	0.83%	35
2022 Q3	$720K	Buy	2,017 +82	+4%	+$32.6K	0.3%	105
2022 Q2	$730K	Sell	1,935 -774	-29%	-$317K	0.29%	116
2022 Q1	$1.22M	Buy	2,709 +1,324	+96%	+$589K	0.5%	69
2021 Q4	$658K	Buy	1,385 +321	+30%	+$147K	0.24%	136
2021 Q3	$457K	Buy	1,064 +343	+48%	+$151K	0.24%	126
2021 Q2	$309K	Sell	721 -1,015	-58%	-$424K	0.17%	150
2021 Q1	$688K	Buy	1,736 +785	+83%	+$303K	0.41%	83
2020 Q4	$356K	Buy	+951	New	+$337K	0.23%	101

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

Marshall Financial Group (Maryland)'s SPY Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q2 2026, buying an estimated $112K and bringing the position to 3,611 shares worth $2.7M. The position accounts for 0.39% of the portfolio, ranked #52.

Marshall Financial Group (Maryland) first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Marshall Financial Group (Maryland) held 3,611 shares of State Street SPDR S&P 500 ETF Trust worth $2.7M as of Q2 2026.
Marshall Financial Group (Maryland) bought 154 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $112K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #52 holding.
Marshall Financial Group (Maryland) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 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 Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.