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

Nadler 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 		$18.5M Sell
24,737
-455
-2% -$330K 1.57% 17
2026
Q1 		$16.4M Buy
25,192
+1,679
+7% +$1.14M 1.58% 17
2025
Q4 		$16M Buy
23,513
+260
+1% +$176K 1.49% 17
2025
Q3 		$15.5M Sell
23,253
-574
-2% -$368K 1.48% 18
2025
Q2 		$14.7M Sell
23,827
-315
-1% -$180K 1.51% 18
2025
Q1 		$13.5M Sell
24,142
-89
-0.4% -$52.3K 1.5% 17
2024
Q4 		$14.2M Buy
24,231
+192
+0.8% +$113K 1.5% 16
2024
Q3 		$13.8M Sell
24,039
-31
-0.1% -$17.1K 1.52% 17
2024
Q2 		$13.1M Buy
24,070
+491
+2% +$257K 1.54% 18
2024
Q1 		$12.3M Sell
23,579
-100
-0.4% -$49.8K 1.52% 18
2023
Q4 		$11.3M Sell
23,679
-19
-0.1% -$8.46K 1.52% 18
2023
Q3 		$10.1M Sell
23,698
-204
-0.9% -$90.7K 1.53% 17
2023
Q2 		$10.6M Sell
23,902
-337
-1% -$141K 1.55% 18
2023
Q1 		$9.92M Sell
24,239
-174
-0.7% -$69.4K 1.58% 17
2022
Q4 		$9.34M Buy
24,413
+81
+0.3% +$31.1K 1.63% 16
2022
Q3 		$8.69M Buy
24,332
+466
+2% +$185K 1.65% 15
2022
Q2 		$9M Sell
23,866
-84
-0.4% -$34.4K 1.66% 15
2022
Q1 		$10.8M Sell
23,950
-613
-2% -$273K 1.69% 15
2021
Q4 		$11.7M Sell
24,563
-236
-1% -$108K 1.72% 14
2021
Q3 		$10.6M Sell
24,799
-205
-0.8% -$90.4K 1.74% 14
2021
Q2 		$10.7M Sell
25,004
-326
-1% -$136K 1.75% 14
2021
Q1 		$10M Sell
25,330
-1,103
-4% -$425K 1.79% 14
2020
Q4 		$9.88M Buy
26,433
+38
+0.1% +$13.5K 1.89% 14
2020
Q3 		$8.84M Buy
26,395
+1,398
+6% +$463K 1.96% 14
2020
Q2 		$7.71M Sell
24,997
-319
-1% -$93.4K 1.93% 14
2020
Q1 		$6.53M Sell
25,316
-3,107
-11% -$948K 2.01% 15
2019
Q4 		$9.15M Sell
28,423
-440
-2% -$135K 2.26% 14
2019
Q3 		$8.57M Buy
28,863
+570
+2% +$168K 2.39% 14
2019
Q2 		$8.29M Sell
28,293
-19
-0.1% -$5.47K 2.4% 14
2019
Q1 		$8M Sell
28,312
-10,299
-27% -$2.8M 2.55% 14
2018
Q4 		$9.65M Sell
38,611
-2,682
-6% -$723K 3.17% 10
2018
Q3 		$12M Sell
41,293
-2,177
-5% -$620K 3.25% 10
2018
Q2 		$11.8M Buy
43,470
+1,345
+3% +$363K 3.34% 11
2018
Q1 		$11.1M Sell
42,125
-5,535
-12% -$1.51M 3.41% 10
2017
Q4 		$12.7M Sell
47,660
-1,201
-2% -$312K 3.88% 9
2017
Q3 		$12.3M Sell
48,861
-8,094
-14% -$2M 4.04% 9
2017
Q2 		$13.8M Sell
56,955
-13,080
-19% -$3.13M 4.69% 8
2017
Q1 		$16.5M Sell
70,035
-2,573
-4% -$598K 5.76% 8
2016
Q4 		$16.2M Sell
72,608
-5,617
-7% -$1.23M 6.02% 7
2016
Q3 		$16.9M Sell
78,225
-6,259
-7% -$1.35M 6.66% 6
2016
Q2 		$17.7M Sell
84,484
-5,692
-6% -$1.18M 7.47% 6
2016
Q1 		$18.5M Sell
90,176
-1,837
-2% -$358K 8.11% 4
2015
Q4 		$18.8M Sell
92,013
-1,656
-2% -$340K 8.46% 4
2015
Q3 		$17.9M Sell
93,669
-705
-0.7% -$143K 8.98% 4
2015
Q2 		$19.4M Sell
94,374
-5,453
-5% -$1.15M 9.18% 4
2015
Q1 		$20.6M Sell
99,827
-646
-0.6% -$133K 9.91% 3
2014
Q4 		$20.7M Sell
100,473
-2,281
-2% -$459K 10.7% 3
2014
Q3 		$20.2M Buy
102,754
+259
+0.3% +$51.2K 12.13% 3
2014
Q2 		$20.1M Sell
102,495
-6,723
-6% -$1.28M 12.61% 3
2014
Q1 		$20.4M Sell
109,218
-3,713
-3% -$681K 13.61% 3
2013
Q4 		$20.9M Buy
112,931
+2,319
+2% +$410K 13.5% 3
2013
Q3 		$18.6M Sell
110,612
-1,064
-1% -$178K 13.5% 2
2013
Q2 		$17.9M Buy
+111,676
New +$18M 12.63% 2

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Nadler Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, selling an estimated $330K and leaving 24,737 shares worth $18.5M. The position accounts for 1.57% of the portfolio, ranked #17.

Nadler Financial Group first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.9M in Q4 2013. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Nadler Financial Group held 24,737 shares of State Street SPDR S&P 500 ETF Trust worth $18.5M as of Q2 2026.
  • Nadler Financial Group sold 455 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $330K.
  • State Street SPDR S&P 500 ETF Trust made up 1.57% of Nadler Financial Group's portfolio in Q2 2026, its #17 holding.
  • Nadler Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • Nadler Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $20.9M in Q4 2013.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.