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

Nations 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 		$34.3M Buy
45,987
+779
+2% +$565K 1.64% 7
2026
Q1 		$29.4M Buy
45,208
+726
+2% +$494K 1.51% 7
2025
Q4 		$30.3M Buy
44,482
+23,967
+117% +$16.2M 1.6% 9
2025
Q3 		$13.7M Buy
20,515
+880
+4% +$564K 0.85% 17
2025
Q2 		$12.1M Buy
19,635
+122
+0.6% +$69.7K 0.83% 21
2025
Q1 		$10.9M Buy
19,513
+3,954
+25% +$2.32M 0.83% 18
2024
Q4 		$9.12M Sell
15,559
-6,395
-29% -$3.77M 0.67% 26
2024
Q3 		$12.6M Sell
21,954
-323
-1% -$179K 0.91% 18
2024
Q2 		$12.1M Sell
22,277
-195
-0.9% -$102K 0.99% 17
2024
Q1 		$11.8M Buy
22,472
+594
+3% +$296K 0.99% 15
2023
Q4 		$10.4M Sell
21,878
-720
-3% -$321K 0.96% 16
2023
Q3 		$9.66M Buy
22,598
+321
+1% +$143K 0.97% 16
2023
Q2 		$9.88M Sell
22,277
-804
-3% -$337K 0.97% 16
2023
Q1 		$9.45M Sell
23,081
-807
-3% -$322K 0.99% 14
2022
Q4 		$9.14M Buy
23,888
+1,184
+5% +$455K 1.03% 12
2022
Q3 		$8.11M Buy
22,704
+3,348
+17% +$1.33M 1.17% 13
2022
Q2 		$7.3M Buy
19,356
+2,532
+15% +$1.04M 0.98% 17
2022
Q1 		$7.6M Buy
16,824
+687
+4% +$306K 0.91% 19
2021
Q4 		$7.67M Buy
16,137
+276
+2% +$127K 1.01% 18
2021
Q3 		$6.81M Buy
15,861
+637
+4% +$281K 1.03% 17
2021
Q2 		$6.52M Buy
15,224
+191
+1% +$79.7K 1.09% 17
2021
Q1 		$5.96M Sell
15,033
-103
-0.7% -$39.7K 1.36% 12
2020
Q4 		$5.66M Sell
15,136
-123
-0.8% -$43.6K 1.49% 10
2020
Q3 		$5.11M Sell
15,259
-243
-2% -$80.5K 1.58% 11
2020
Q2 		$4.78M Buy
15,502
+185
+1% +$54.1K 1.7% 8
2020
Q1 		$3.95M Buy
15,317
+1,932
+14% +$589K 1.68% 9
2019
Q4 		$4.31M Buy
13,385
+118
+0.9% +$36.3K 1.49% 9
2019
Q3 		$4.02M Buy
13,267
+331
+3% +$97.8K 1.45% 9
2019
Q2 		$3.79M Buy
12,936
+1,397
+12% +$402K 2.51% 8
2019
Q1 		$3.26M Buy
11,539
+513
+5% +$139K 2.24% 9
2018
Q4 		$2.76M Buy
11,026
+716
+7% +$193K 2.21% 9
2018
Q3 		$3M Buy
10,310
+830
+9% +$236K 2.15% 10
2018
Q2 		$2.57M Sell
9,480
-543
-5% -$147K 2.15% 9
2018
Q1 		$2.64M Buy
10,023
+357
+4% +$97.4K 2.41% 7
2017
Q4 		$2.58M Sell
9,666
-741
-7% -$193K 2.37% 7
2017
Q3 		$2.62M Sell
10,407
-83
-0.8% -$20.5K 2.54% 7
2017
Q2 		$2.54M Buy
10,490
+1,847
+21% +$443K 2.09% 8
2017
Q1 		$2.04M Buy
8,643
+1,553
+22% +$361K 1.99% 9
2016
Q4 		$1.58M Buy
7,090
+3,353
+90% +$732K 1.71% 8
2016
Q3 		$808K Buy
3,737
+75
+2% +$16.2K 0.8% 40
2016
Q2 		$767K Buy
3,662
+562
+18% +$117K 0.8% 41
2016
Q1 		$637K Sell
3,100
-1,853
-37% -$362K 0.73% 44
2015
Q4 		$1.01M Buy
+4,953
New +$1.02M 1.31% 18

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

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

Nations Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, buying an estimated $565K and bringing the position to 45,987 shares worth $34.3M. The position accounts for 1.64% of the portfolio, ranked #7.

Nations Financial Group first reported a position in SPY in Q4 2015 and has held it in 43 quarters since. 1,491 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Nations Financial Group held 45,987 shares of State Street SPDR S&P 500 ETF Trust worth $34.3M as of Q2 2026.
  • Nations Financial Group bought 779 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $565K.
  • State Street SPDR S&P 500 ETF Trust made up 1.64% of Nations Financial Group's portfolio in Q2 2026, its #7 holding.
  • Nations Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 43 quarters since.
  • 1,491 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.