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

McClarren Financial Advisors’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
2025 Q2	–	Sell	-559	Closed	-$107K	–	265
2025 Q1	$107K	Buy	559 +367	+191%	+$216K	0.07%	98
2024 Q4	$112K	Sell	192 -381	-66%	-$224K	0.31%	53
2024 Q3	$109	Buy	573 +29	+5%	+$16K	0.01%	94
2024 Q2	$103K	Buy	544 +353	+185%	+$185K	0.07%	107
2024 Q1	$100K	Buy	191 +1	+0.5%	+$498	0.07%	106
2023 Q4	$90K	Buy	190 +2	+1%	+$891	0.07%	119
2023 Q3	$80K	Hold	188	–	–	0.07%	119
2023 Q2	$83K	Buy	+188	New	+$78.9K	0.07%	119
2021 Q1	–	Sell	-2,357	Closed	-$103K	–	290
2020 Q4	$103K	Buy	+2,357	New	+$836K	0.1%	74

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McClarren Financial Advisors's SPY Position: Q2 2025 in Review

McClarren Financial Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 559 shares — an estimated $107K sold.

McClarren Financial Advisors first reported a position in SPY in Q4 2020 and held it in 9 quarters. The position peaked at $112K in Q4 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

McClarren Financial Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 559 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $107K.
McClarren Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 9 quarters.
McClarren Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $112K in Q4 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.