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NFP Retirement Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NFP Retirement Inc’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
Q3 		– Hold
0
– -$185K – 318
2025
Q2 		– Hold
0
– – – 285
2025
Q1 		– Hold
0
– -$234K – 298
2024
Q4 		– Hold
0
– – – 265

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP Retirement Inc's SPY Position: Q2 2026 in Review

NFP Retirement Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q2 2026, buying an estimated $119K and bringing the position to 6,204 shares worth $4.64M. The position accounts for 0.25% of the portfolio, ranked #67.

NFP Retirement Inc first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.22M in Q3 2023. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • NFP Retirement Inc held 6,204 shares of State Street SPDR S&P 500 ETF Trust worth $4.64M as of Q2 2026.
  • NFP Retirement Inc bought 164 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $119K.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of NFP Retirement Inc's portfolio in Q2 2026, its #67 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's State Street SPDR S&P 500 ETF Trust position peaked at $9.22M in Q3 2023.
  • 4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.