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

Montgomery Financial Services’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	$1.49K	Buy	+2	New	+$1.45K	﹤0.01%	285

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Montgomery Financial Services's SPY Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 2 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings.

4,473 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Montgomery Financial Services held 2 shares of State Street SPDR S&P 500 ETF Trust worth $1.49K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Montgomery Financial Services position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #285 holding.
4,473 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.