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

Northern 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
2026 Q1	$11M	Buy	16,867 +5,996	+55%	+$4.08M	8%	1
2025 Q4	$7.41M	Sell	10,871 -12,461	-53%	-$8.42M	8.48%	1
2025 Q3	$15.5M	Buy	23,332 +4,863	+26%	+$3.12M	8.16%	1
2025 Q2	$11.4M	Sell	18,469 -178	-1%	-$102K	8.57%	1
2025 Q1	$10.4M	Sell	18,647 -46	-0.2%	-$27K	8.61%	1
2024 Q4	$11M	Sell	18,693 -1,353	-7%	-$797K	8.75%	1
2024 Q3	$11.5M	Sell	20,046 -1,113	-5%	-$615K	8.73%	1
2024 Q2	$11.5M	Sell	21,159 -1,560	-7%	-$816K	9.23%	1
2024 Q1	$11.9M	Sell	22,719 -1,840	-7%	-$916K	9.28%	1
2023 Q4	$11.7M	Sell	24,559 -2,501	-9%	-$1.11M	9.83%	1
2023 Q3	$11.6M	Sell	27,060 -2,265	-8%	-$1.01M	10.59%	1
2023 Q2	$13M	Sell	29,325 -100	-0.3%	-$42K	11.45%	1
2023 Q1	$12M	Buy	29,425 +1,736	+6%	+$693K	11.34%	1
2022 Q4	$10.5M	Buy	+27,689	New	+$10.6M	11.85%	1

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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Northern Financial Advisors's SPY Position: Q1 2026 in Review

Northern Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 55% in Q1 2026, buying an estimated $4.08M and bringing the position to 16,867 shares worth $11M. The position accounts for 8% of the portfolio, ranked #1.

Northern Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.5M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Northern Financial Advisors held 16,867 shares of State Street SPDR S&P 500 ETF Trust worth $11M as of Q1 2026.
Northern Financial Advisors bought 5,996 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08M.
State Street SPDR S&P 500 ETF Trust made up 8% of Northern Financial Advisors's portfolio in Q1 2026, its #1 holding.
Northern Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $15.5M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.